Ironwood Wealth Management (Arizona)’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Ironwood Wealth Management (Arizona)’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 Q1	–	Sell	-290	Closed	-$20K	–	44
2024 Q4	$20K	Buy	290 +145	+100%	+$10.1K	0.01%	41
2024 Q3	$9.79K	Hold	145	–	–	﹤0.01%	43
2024 Q2	$9.28K	Buy	+145	New	+$8.93K	﹤0.01%	42
2019 Q4	–	Sell	-594	Closed	-$21K	–	53
2019 Q3	$21K	Buy	594 +188	+46%	+$6.54K	0.02%	47
2019 Q2	$14K	Buy	+406	New	+$13.8K	0.01%	51

Other funds holding SPYM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Ironwood Wealth Management (Arizona)'s SPYM Position: Q1 2025 in Review

Ironwood Wealth Management (Arizona) sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2025, closing a stake of 290 shares — an estimated $20K sold.

Ironwood Wealth Management (Arizona) first reported a position in SPYM in Q2 2019 and held it in 5 quarters. The position peaked at $21K in Q3 2019. 1,290 funds tracked by Wall St. Rank hold SPYM as of Q1 2025.

Ironwood Wealth Management (Arizona) reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
Ironwood Wealth Management (Arizona) sold 290 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2025, an estimated $20K.
Ironwood Wealth Management (Arizona) first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2019 and held it in 5 quarters.
Ironwood Wealth Management (Arizona)'s State Street SPDR Portfolio S&P 500 ETF position peaked at $21K in Q3 2019.
1,290 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2025.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q1 2025, filed 25 Apr 2025.