Migdal Insurance & Financial Holdings’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Migdal Insurance & Financial Holdings’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	–	Sell	-24,345	Closed	-$1.91M	–	383
2025 Q3	$1.91M	Hold	24,345	–	–	0.02%	120
2025 Q2	$1.77M	Buy	24,345 +1,900	+8%	+$128K	0.02%	124
2025 Q1	$1.48M	Sell	22,445 -2,250	-9%	-$156K	0.02%	125
2024 Q4	$1.7M	Sell	24,695 -1,715	-6%	-$119K	0.02%	124
2024 Q3	$1.78M	Buy	26,410 +6,990	+36%	+$455K	0.03%	118
2024 Q2	$1.25M	Buy	+19,420	New	+$1.2M	0.02%	143

Other funds holding SPYM

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

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

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

Migdal Insurance & Financial Holdings's SPYM Position: Q4 2025 in Review

Migdal Insurance & Financial Holdings sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2025, closing a stake of 24,345 shares — an estimated $1.91M sold.

Migdal Insurance & Financial Holdings first reported a position in SPYM in Q2 2024 and held it in 6 quarters. The position peaked at $1.91M in Q3 2025. 1,591 funds tracked by Wall St. Rank hold SPYM as of Q4 2025.

Migdal Insurance & Financial Holdings reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 24,345 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2025, an estimated $1.91M.
Migdal Insurance & Financial Holdings first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and held it in 6 quarters.
Migdal Insurance & Financial Holdings's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.91M in Q3 2025.
1,591 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2025.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2025, filed 28 Jan 2026.