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

Guerra 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 Q3	$13.4K	Buy	+172	New	+$13K	0.01%	272

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

Guerra Advisors's SPYM Position: Q3 2025 in Review

Guerra Advisors opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2025: 172 shares worth $13.4K. The stake represents 0.01% of the portfolio and ranks #272 among its holdings.

1,423 funds tracked by Wall St. Rank hold SPYM as of Q3 2025.

Guerra Advisors held 172 shares of State Street SPDR Portfolio S&P 500 ETF worth $13.4K as of Q3 2025.
State Street SPDR Portfolio S&P 500 ETF was a new Guerra Advisors position in Q3 2025.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Guerra Advisors's portfolio in Q3 2025, its #272 holding.
1,423 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.