FNBT
SPYM

FineMark National Bank & Trust’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

FineMark National Bank & Trust’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$252K Buy
3,137
+22
+0.7% +$1.75K 0.01% 400
2025
Q3 		$244K Buy
+3,115
New +$235K 0.01% 402

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FineMark National Bank & Trust's SPYM Position: Q4 2025 in Review

FineMark National Bank & Trust increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.71% in Q4 2025, buying an estimated $1.75K and bringing the position to 3,137 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #400.

FineMark National Bank & Trust first reported a position in SPYM in Q3 2025 and has held it in 2 quarters since. 1,591 funds tracked by Wall St. Rank hold SPYM as of Q4 2025.

  • FineMark National Bank & Trust held 3,137 shares of State Street SPDR Portfolio S&P 500 ETF worth $252K as of Q4 2025.
  • FineMark National Bank & Trust bought 22 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2025, an estimated $1.75K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.01% of FineMark National Bank & Trust's portfolio in Q4 2025, its #400 holding.
  • FineMark National Bank & Trust first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and has held it in 2 quarters since.
  • 1,591 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.