GIA
SPYM

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

Guyasuta Investment 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
2026
Q1 		$251K Sell
3,282
-14
-0.4% -$1.12K 0.01% 248
2025
Q4 		$264K Buy
3,296
+22
+0.7% +$1.75K 0.02% 233
2025
Q3 		$257K Sell
3,274
-2,034
-38% -$153K 0.01% 233
2025
Q2 		$386K Buy
5,308
+335
+7% +$22.5K 0.02% 177
2025
Q1 		$327K Buy
4,973
+302
+6% +$20.9K 0.02% 191
2024
Q4 		$322K Buy
4,671
+148
+3% +$10.3K 0.02% 200
2024
Q3 		$305K Buy
4,523
+547
+14% +$35.6K 0.02% 208
2024
Q2 		$222K Hold
3,976
– – 0.02% 236
2024
Q1 		$222K Hold
3,976
– – 0.02% 238
2023
Q4 		$222K Buy
+3,976
New +$208K 0.02% 238
2023
Q3 		– Sell
-3,976
Closed -$207K – 245
2023
Q2 		$207K Buy
+3,976
New +$196K 0.02% 237
2022
Q2 		– Sell
-3,976
Closed -$211K – 274
2022
Q1 		$211K Buy
+3,976
New +$208K 0.01% 270

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return