LSA
SPYM

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

Lion Street 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 		– Sell
-6,871
Closed -$499K – 327
2025
Q2 		$499K Sell
6,871
-469
-6% -$31.5K 0.15% 146
2025
Q1 		$483K Buy
7,340
+1,833
+33% +$127K 0.15% 149
2024
Q4 		$380K Buy
5,507
+309
+6% +$21.4K 0.12% 173
2024
Q3 		$351K Buy
5,198
+551
+12% +$35.8K 0.12% 182
2024
Q2 		$297K Buy
+4,647
New +$286K 0.11% 193

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

Lion Street Advisors's SPYM Position: Q3 2025 in Review

Lion Street Advisors sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2025, closing a stake of 6,871 shares — an estimated $499K sold.

Lion Street Advisors first reported a position in SPYM in Q2 2024 and held it in 5 quarters. The position peaked at $499K in Q2 2025. 1,423 funds tracked by Wall St. Rank hold SPYM as of Q3 2025.

  • Lion Street Advisors reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2025 after selling out during the quarter.
  • Lion Street Advisors sold 6,871 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2025, an estimated $499K.
  • Lion Street Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and held it in 5 quarters.
  • Lion Street Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $499K 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 Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.