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

FSC Wealth 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 Q4	–	Sell	-5,205	Closed	-$408K	–	66
2025 Q3	$408K	Sell	5,205 -44	-0.8%	-$3.32K	0.24%	53
2025 Q2	$382K	Buy	5,249 +5,000	+2,008%	+$336K	0.24%	51
2025 Q1	$16.3K	Sell	249 -101,785	-100%	-$7.04M	0.01%	177
2024 Q4	$7.03M	Buy	102,034 +27,591	+37%	+$1.91M	4.53%	6
2024 Q3	$5.03M	Buy	74,443 +814	+1%	+$52.9K	3.61%	7
2024 Q2	$4.71M	Sell	73,629 -1,267	-2%	-$78K	3.48%	10
2024 Q1	$4.61M	Buy	+74,896	New	+$4.39M	3.24%	12

Other funds holding SPYM

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 Des Peres, Missouri $250B AUM 21.32% 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

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

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

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

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

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

FSC Wealth Advisors's SPYM Position: Q4 2025 in Review

FSC Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2025, closing a stake of 5,205 shares — an estimated $408K sold.

FSC Wealth Advisors first reported a position in SPYM in Q1 2024 and held it in 7 quarters. The position peaked at $7.03M in Q4 2024. 1,591 funds tracked by Wall St. Rank hold SPYM as of Q4 2025.

FSC Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
FSC Wealth Advisors sold 5,205 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2025, an estimated $408K.
FSC Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and held it in 7 quarters.
FSC Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $7.03M in Q4 2024.
1,591 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2025.

Based on FSC Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.