FW
SPYM

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

FullCircle Wealth’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
Q3 		$2.35M Buy
29,616
+3,116
+12% +$235K 0.83% 30
2025
Q2 		$1.97M Sell
26,500
-21,524
-45% -$1.45M 0.73% 30
2025
Q1 		$3.11M Sell
48,024
-6,564
-12% -$454K 1.28% 14
2024
Q4 		$3.92M Buy
54,588
+8,872
+19% +$615K 1.6% 8
2024
Q3 		$3.12M Sell
45,716
-5,521
-11% -$359K 1.4% 14
2024
Q2 		$3.26M Buy
+51,237
New +$3.15M 1.6% 10

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KCM
Kedalion Capital Management London, United Kingdom $3.48B AUM 17.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FullCircle Wealth's SPYM Position: Q3 2025 in Review

FullCircle Wealth increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 12% in Q3 2025, buying an estimated $235K and bringing the position to 29,616 shares worth $2.35M. The position accounts for 0.83% of the portfolio, ranked #30.

FullCircle Wealth first reported a position in SPYM in Q2 2024 and has held it in 6 quarters since. The position peaked at $3.92M in Q4 2024. 1,423 funds tracked by Wall St. Rank hold SPYM as of Q3 2025.

  • FullCircle Wealth held 29,616 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.35M as of Q3 2025.
  • FullCircle Wealth bought 3,116 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2025, an estimated $235K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.83% of FullCircle Wealth's portfolio in Q3 2025, its #30 holding.
  • FullCircle Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 6 quarters since.
  • FullCircle Wealth's State Street SPDR Portfolio S&P 500 ETF position peaked at $3.92M in Q4 2024.
  • 1,423 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.