First Horizon Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

First Horizon Advisors’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 Q2	$281K	Buy	3,870 +3,750	+3,125%	+$252K	0.01%	448
2025 Q1	$7.89K	Hold	120	–	–	﹤0.01%	1688
2024 Q4	$8.27K	Sell	120 -13	-10%	-$901	﹤0.01%	1665
2024 Q3	$8.98K	Buy	+133	New	+$8.65K	﹤0.01%	1641
2023 Q3	–	Sell	-500	Closed	-$26.1K	–	2498
2023 Q2	$26.1K	Buy	+500	New	+$24.7K	﹤0.01%	1166

Other funds holding SPYM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

First Horizon Advisors's SPYM Position: Q2 2025 in Review

First Horizon Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3,125% in Q2 2025, buying an estimated $252K and bringing the position to 3,870 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #448.

First Horizon Advisors first reported a position in SPYM in Q2 2023 and has held it in 5 quarters since. 1,370 funds tracked by Wall St. Rank hold SPYM as of Q2 2025.

First Horizon Advisors held 3,870 shares of State Street SPDR Portfolio S&P 500 ETF worth $281K as of Q2 2025.
First Horizon Advisors bought 3,750 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2025, an estimated $252K.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of First Horizon Advisors's portfolio in Q2 2025, its #448 holding.
First Horizon Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 5 quarters since.
1,370 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.