GWSG
SPYM

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

GPS Wealth Strategies Group’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
-4,158
Closed -$326K – 1441
2025
Q3 		$326K Buy
4,158
+3,669
+750% +$277K 0.03% 257
2025
Q2 		$35.6K Buy
489
+323
+195% +$21.7K ﹤0.01% 717
2025
Q1 		$10.9K Buy
+166
New +$11.5K ﹤0.01% 975
2024
Q3 		– Sell
-133
Closed -$8.54K – 1436
2024
Q2 		$8.54K Sell
133
-19
-13% -$1.17K ﹤0.01% 950
2024
Q1 		$9.35K Sell
152
-88
-37% -$5.15K ﹤0.01% 873
2023
Q4 		$13.4K Sell
240
-676
-74% -$35.4K ﹤0.01% 780
2023
Q3 		$46K Buy
916
+3
+0.3% +$157 0.01% 495
2023
Q2 		$47.6K Buy
913
+3
+0.3% +$148 0.01% 500
2023
Q1 		$43.8K Buy
+910
New +$42.7K 0.01% 510
2022
Q4 		– Sell
-904
Closed -$38K – 950
2022
Q3 		$38K Sell
904
-134
-13% -$6.26K 0.01% 482
2022
Q2 		$46K Buy
1,038
+36
+4% +$1.74K 0.01% 456
2022
Q1 		$53K Buy
1,002
+43
+4% +$2.25K 0.01% 408
2021
Q4 		$54K Buy
959
+215
+29% +$11.6K 0.01% 386
2021
Q3 		$38K Buy
744
+2
+0.3% +$104 0.01% 444
2021
Q2 		$37K Buy
742
+3
+0.4% +$147 0.01% 474
2021
Q1 		$34K Buy
+739
New +$33.5K 0.01% 450

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

GPS Wealth Strategies Group's SPYM Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2025, closing a stake of 4,158 shares — an estimated $326K sold.

GPS Wealth Strategies Group first reported a position in SPYM in Q1 2021 and held it in 16 quarters. The position peaked at $326K in Q3 2025. 1,591 funds tracked by Wall St. Rank hold SPYM as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 4,158 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2025, an estimated $326K.
  • GPS Wealth Strategies Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2021 and held it in 16 quarters.
  • GPS Wealth Strategies Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $326K in Q3 2025.
  • 1,591 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.