MW
SPYM

Marcum Wealth’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Marcum Wealth’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 		$1.11M Buy
16,920
+8,653
+105% +$598K 0.1% 106
2024
Q4 		$570K Buy
8,267
+4,530
+121% +$314K 0.05% 176
2024
Q3 		$252K Buy
+3,737
New +$243K 0.02% 322

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Creative Planning
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marcum Wealth's SPYM Position: Q1 2025 in Review

Marcum Wealth increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 105% in Q1 2025, buying an estimated $598K and bringing the position to 16,920 shares worth $1.11M. The position accounts for 0.1% of the portfolio, ranked #106.

Marcum Wealth first reported a position in SPYM in Q3 2024 and has held it in 3 quarters since. 1,290 funds tracked by Wall St. Rank hold SPYM as of Q1 2025.

  • Marcum Wealth held 16,920 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.11M as of Q1 2025.
  • Marcum Wealth bought 8,653 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2025, an estimated $598K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.1% of Marcum Wealth's portfolio in Q1 2025, its #106 holding.
  • Marcum Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and has held it in 3 quarters since.
  • 1,290 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.