HFA
SPYM

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

Hutchinson Financial 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 		$3.12M Sell
39,898
-6,668
-14% -$503K 3.07% 6
2025
Q2 		$3.38M Buy
+46,566
New +$3.13M 3.79% 2

Other funds holding SPYM

Betterment LLC
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hutchinson Financial Advisors's SPYM Position: Q3 2025 in Review

Hutchinson Financial Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 14% in Q3 2025, selling an estimated $503K and leaving 39,898 shares worth $3.12M. The position accounts for 3.07% of the portfolio, ranked #6.

Hutchinson Financial Advisors first reported a position in SPYM in Q2 2025 and has held it in 2 quarters since. The position peaked at $3.38M in Q2 2025. 1,423 funds tracked by Wall St. Rank hold SPYM as of Q3 2025.

  • Hutchinson Financial Advisors held 39,898 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.12M as of Q3 2025.
  • Hutchinson Financial Advisors sold 6,668 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2025, an estimated $503K.
  • State Street SPDR Portfolio S&P 500 ETF made up 3.07% of Hutchinson Financial Advisors's portfolio in Q3 2025, its #6 holding.
  • Hutchinson Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 2 quarters since.
  • Hutchinson Financial Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $3.38M in Q2 2025.
  • 1,423 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2025.

Based on Hutchinson Financial Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.