Gries Financial’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Gries Financial’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	$1.73M	Sell	22,109 -3,713	-14%	-$280K	0.27%	79
2025 Q2	$1.88M	Sell	25,822 -1,326	-5%	-$89.2K	0.34%	67
2025 Q1	$1.79M	Sell	27,148 -15,454	-36%	-$1.07M	0.35%	68
2024 Q4	$2.94M	Buy	42,602 +354	+0.8%	+$24.5K	0.52%	35
2024 Q3	$2.85M	Buy	42,248 +20,094	+91%	+$1.31M	0.53%	35
2024 Q2	$1.42M	Sell	22,154 -24,179	-52%	-$1.49M	0.29%	91
2024 Q1	$2.85M	Buy	+46,333	New	+$2.71M	0.48%	49

Other funds holding SPYM

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

KCM

Kedalion Capital Management London, United Kingdom $3.48B AUM 17.74% 1-Year Est. Return

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

Gries Financial's SPYM Position: Q3 2025 in Review

Gries Financial reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 14% in Q3 2025, selling an estimated $280K and leaving 22,109 shares worth $1.73M. The position accounts for 0.27% of the portfolio, ranked #79.

Gries Financial first reported a position in SPYM in Q1 2024 and has held it in 7 quarters since. The position peaked at $2.94M in Q4 2024. 1,423 funds tracked by Wall St. Rank hold SPYM as of Q3 2025.

Gries Financial held 22,109 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.73M as of Q3 2025.
Gries Financial sold 3,713 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2025, an estimated $280K.
State Street SPDR Portfolio S&P 500 ETF made up 0.27% of Gries Financial's portfolio in Q3 2025, its #79 holding.
Gries Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 7 quarters since.
Gries Financial's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.94M 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 Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.