Forte Capital’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Forte Capital’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	$213K	Sell	2,928 -175	-6%	-$11.8K	0.02%	235
2025 Q1	$204K	Sell	3,103 -612	-16%	-$42.3K	0.02%	234
2024 Q4	$256K	Sell	3,715 -716	-16%	-$49.6K	0.03%	211
2024 Q3	$299K	Sell	4,431 -1,240	-22%	-$80.6K	0.03%	205
2024 Q2	$363K	Sell	5,671 -478	-8%	-$29.4K	0.04%	179
2024 Q1	$378K	Sell	6,149 -24,029	-80%	-$1.41M	0.05%	179
2023 Q4	$1.69M	Sell	30,178 -528	-2%	-$27.7K	0.23%	84
2023 Q3	$1.54M	Buy	30,706 +467	+2%	+$24.4K	0.24%	80
2023 Q2	$1.58M	Buy	30,239 +227	+0.8%	+$11.2K	0.23%	83
2023 Q1	$1.45M	Buy	30,012 +1,257	+4%	+$59K	0.22%	86
2022 Q4	$1.29M	Sell	28,755 -318	-1%	-$14.4K	0.22%	90
2022 Q3	$1.22M	Buy	29,073 +705	+2%	+$32.9K	0.22%	85
2022 Q2	$1.26M	Sell	28,368 -6,182	-18%	-$298K	0.22%	89
2022 Q1	$1.93M	Hold	34,550	–	–	0.24%	68
2021 Q4	$1.93M	Sell	34,550 -3,109	-8%	-$168K	0.24%	68
2021 Q3	$1.9M	Buy	37,659 +245	+0.7%	+$12.7K	0.26%	62
2021 Q2	$1.88M	Sell	37,414 -2,318	-6%	-$114K	0.26%	63
2021 Q1	$1.85M	Buy	39,732 +1,177	+3%	+$53.4K	0.29%	55
2020 Q4	$1.7M	Buy	38,555 +3,287	+9%	+$137K	0.26%	61
2020 Q3	$1.39M	Buy	35,268 +3,419	+11%	+$133K	0.26%	63
2020 Q2	$1.16M	Buy	31,849 +1,142	+4%	+$39.3K	0.24%	69
2020 Q1	$929K	Sell	30,707 -707	-2%	-$25.4K	0.32%	61
2019 Q4	$1.19M	Sell	31,414 -944	-3%	-$34.1K	0.34%	64
2019 Q3	$1.13M	Buy	32,358 +1,769	+6%	+$61.5K	0.35%	65
2019 Q2	$1.06M	Buy	30,589 +1,405	+5%	+$47.6K	0.34%	65
2019 Q1	$970K	Buy	29,184 +308	+1%	+$9.83K	0.35%	67
2018 Q4	$843K	Sell	28,876 -1	-0%	-$32	0.35%	64
2018 Q3	$983K	Buy	28,877 +2,868	+11%	+$95.9K	0.35%	66
2018 Q2	$829K	Buy	26,009 +3,750	+17%	+$119K	0.32%	69
2018 Q1	$689K	Buy	+22,259	New	+$712K	0.29%	68

Other funds holding SPYM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Forte Capital's SPYM Position: Q2 2025 in Review

Forte Capital reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.6% in Q2 2025, selling an estimated $11.8K and leaving 2,928 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #235.

Forte Capital first reported a position in SPYM in Q1 2018 and has held it in 30 quarters since. The position peaked at $1.93M in Q1 2022. 1,372 funds tracked by Wall St. Rank hold SPYM as of Q2 2025.

Forte Capital held 2,928 shares of State Street SPDR Portfolio S&P 500 ETF worth $213K as of Q2 2025.
Forte Capital sold 175 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2025, an estimated $11.8K.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Forte Capital's portfolio in Q2 2025, its #235 holding.
Forte Capital first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2018 and has held it in 30 quarters since.
Forte Capital's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.93M in Q1 2022.
1,372 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.