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

High Falls 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 Q4	$415K	Buy	5,179 +116	+2%	+$9.22K	0.08%	79
2025 Q3	$397K	Hold	5,063	–	–	0.08%	87
2025 Q2	$368K	Buy	5,063 +774	+18%	+$52K	0.08%	86
2025 Q1	$282K	Buy	+4,289	New	+$297K	0.07%	97
2022 Q2	–	Sell	-4,300	Closed	-$228K	–	120
2022 Q1	$228K	Buy	4,300 +7	+0.2%	+$367	0.06%	108
2021 Q4	$240K	Buy	+4,293	New	+$232K	0.06%	113

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

High Falls Advisors's SPYM Position: Q4 2025 in Review

High Falls Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.3% in Q4 2025, buying an estimated $9.22K and bringing the position to 5,179 shares worth $415K. The position accounts for 0.08% of the portfolio, ranked #79.

High Falls Advisors first reported a position in SPYM in Q4 2021 and has held it in 6 quarters since. 1,589 funds tracked by Wall St. Rank hold SPYM as of Q4 2025.

High Falls Advisors held 5,179 shares of State Street SPDR Portfolio S&P 500 ETF worth $415K as of Q4 2025.
High Falls Advisors bought 116 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2025, an estimated $9.22K.
State Street SPDR Portfolio S&P 500 ETF made up 0.08% of High Falls Advisors's portfolio in Q4 2025, its #79 holding.
High Falls Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 6 quarters since.
1,589 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2025.

Based on High Falls Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.