MidWestOne Financial Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

MidWestOne Financial Group’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 Q4	$24.8M	Buy	309,089 +7,246	+2%	+$576K	2.75%	5
2025 Q3	$23.6M	Sell	301,843 -7,860	-3%	-$593K	2.87%	5
2025 Q2	$22.5M	Buy	309,703 +1,521	+0.5%	+$102K	2.92%	5
2025 Q1	$20.3M	Buy	308,182 +2,963	+1%	+$205K	2.88%	6
2024 Q4	$21M	Sell	305,219 -8,130	-3%	-$564K	2.96%	6
2024 Q3	$21.2M	Buy	313,349 +258,956	+476%	+$16.8M	2.92%	6
2024 Q2	$3.48M	Buy	54,393 +21,305	+64%	+$1.31M	0.63%	36
2024 Q1	$2.04M	Buy	+33,088	New	+$1.94M	0.37%	68

Other funds holding SPYM

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

MidWestOne Financial Group's SPYM Position: Q4 2025 in Review

MidWestOne Financial Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.4% in Q4 2025, buying an estimated $576K and bringing the position to 309,089 shares worth $24.8M. The position accounts for 2.75% of the portfolio, ranked #5.

MidWestOne Financial Group first reported a position in SPYM in Q1 2024 and has held it in 8 quarters since. 1,589 funds tracked by Wall St. Rank hold SPYM as of Q4 2025.

MidWestOne Financial Group held 309,089 shares of State Street SPDR Portfolio S&P 500 ETF worth $24.8M as of Q4 2025.
MidWestOne Financial Group bought 7,246 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2025, an estimated $576K.
State Street SPDR Portfolio S&P 500 ETF made up 2.75% of MidWestOne Financial Group's portfolio in Q4 2025, its #5 holding.
MidWestOne Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 8 quarters since.
1,589 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.