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

MAS 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 Q1	–	Sell	-12,121	Closed	-$836K	–	70
2024 Q4	$836K	Sell	12,121 -12,127	-50%	-$841K	1.4%	22
2024 Q3	$1.64M	Hold	24,248	–	–	3.49%	7
2024 Q2	$1.55M	Hold	24,248	–	–	3.7%	6
2024 Q1	$1.49M	Hold	24,248	–	–	1.72%	16
2023 Q4	$1.36M	Hold	24,248	–	–	1.75%	16
2023 Q3	$1.22M	Hold	24,248	–	–	1.74%	16
2023 Q2	$1.26M	Sell	24,248 -12,127	-33%	-$598K	1.76%	16
2023 Q1	$1.75M	Sell	36,375 -1,264	-3%	-$59.3K	1.71%	22
2022 Q4	$1.69M	Hold	37,639	–	–	1.59%	25
2022 Q3	$1.58M	Sell	37,639 -1,692	-4%	-$79K	1.06%	29
2022 Q2	$1.74M	Buy	39,331 +7,738	+24%	+$373K	1.58%	25
2022 Q1	$1.7M	Buy	31,593 +6,574	+26%	+$344K	1.3%	27
2021 Q4	$1.4M	Buy	+25,019	New	+$1.35M	1.02%	33

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

MAS Advisors's SPYM Position: Q1 2025 in Review

MAS Advisors sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2025, closing a stake of 12,121 shares — an estimated $836K sold.

MAS Advisors first reported a position in SPYM in Q4 2021 and held it in 13 quarters. The position peaked at $1.75M in Q1 2023. 1,290 funds tracked by Wall St. Rank hold SPYM as of Q1 2025.

MAS Advisors reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
MAS Advisors sold 12,121 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2025, an estimated $836K.
MAS Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and held it in 13 quarters.
MAS Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.75M in Q1 2023.
1,290 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2025.

Based on MAS Advisors's 13F filing for Q1 2025, filed 14 May 2025.