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

Madison 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
2024 Q4	$3.74M	Buy	+54,221	New	+$3.76M	0.04%	193

Other funds holding SPYM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Madison Investment Advisors's SPYM Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2024: 54,221 shares worth $3.74M. The stake represents 0.04% of the portfolio and ranks #193 among its holdings.

1,254 funds tracked by Wall St. Rank hold SPYM as of Q4 2024.

Madison Investment Advisors held 54,221 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.74M as of Q4 2024.
State Street SPDR Portfolio S&P 500 ETF was a new Madison Investment Advisors position in Q4 2024.
State Street SPDR Portfolio S&P 500 ETF made up 0.04% of Madison Investment Advisors's portfolio in Q4 2024, its #193 holding.
1,254 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.