Moloney Securities Asset Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Moloney Securities Asset Management’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 Q3	$9.51M	Buy	121,430 +9,673	+9%	+$730K	1.13%	14
2025 Q2	$8.12M	Buy	111,757 +10,155	+10%	+$683K	1%	16
2025 Q1	$6.68M	Buy	101,602 +8,084	+9%	+$559K	0.9%	17
2024 Q4	$6.45M	Buy	93,518 +6,955	+8%	+$482K	0.86%	22
2024 Q3	$5.84M	Sell	86,563 -1,491	-2%	-$97K	0.78%	25
2024 Q2	$5.64M	Buy	88,054 +1,076	+1%	+$66.2K	0.81%	25
2024 Q1	$5.35M	Buy	86,978 +62	+0.1%	+$3.63K	0.81%	23
2023 Q4	$4.86M	Buy	86,916 +2,274	+3%	+$119K	0.77%	24
2023 Q3	$4.25M	Buy	84,642 +648	+0.8%	+$33.9K	0.77%	25
2023 Q2	$4.38M	Buy	83,994 +3,180	+4%	+$157K	0.77%	22
2023 Q1	$3.89M	Buy	80,814 +7,400	+10%	+$347K	0.72%	25
2022 Q4	$3.3M	Buy	73,414 +10,832	+17%	+$490K	0.73%	35
2022 Q3	$2.63M	Buy	62,582 +4,775	+8%	+$223K	0.64%	41
2022 Q2	$2.56M	Buy	57,807 +8,895	+18%	+$429K	0.6%	40
2022 Q1	$2.6M	Buy	48,912 +15,409	+46%	+$807K	0.5%	53
2021 Q4	$1.87M	Buy	33,503 +4,464	+15%	+$241K	0.32%	76
2021 Q3	$1.47M	Sell	29,039 -1,303	-4%	-$67.6K	0.27%	100
2021 Q2	$1.53M	Buy	30,342 +2,631	+9%	+$129K	0.28%	99
2021 Q1	$1.29M	Buy	27,711 +4,698	+20%	+$213K	0.25%	103
2020 Q4	$1.01M	Buy	23,013 +3,409	+17%	+$142K	0.22%	119
2020 Q3	$771K	Buy	19,604 +6,962	+55%	+$271K	0.2%	127
2020 Q2	$458K	Buy	12,642 +2,003	+19%	+$68.9K	0.13%	164
2020 Q1	$322K	Buy	10,639 +1,230	+13%	+$44.1K	0.12%	179
2019 Q4	$356K	Buy	9,409 +458	+5%	+$16.6K	0.11%	221
2019 Q3	$312K	Buy	8,951 +1,720	+24%	+$59.8K	0.1%	228
2019 Q2	$250K	Buy	+7,231	New	+$245K	0.08%	243
2018 Q4	–	Sell	-37,665	Closed	-$1.28M	–	311
2018 Q3	$1.28M	Buy	37,665 +3,029	+9%	+$101K	0.44%	64
2018 Q2	$1.1M	Buy	34,636 +3,746	+12%	+$119K	0.42%	72
2018 Q1	$956K	Buy	+30,890	New	+$988K	0.39%	83

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

KCM

Kedalion Capital Management London, United Kingdom $3.48B AUM 17.74% 1-Year Est. Return

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

Moloney Securities Asset Management's SPYM Position: Q3 2025 in Review

Moloney Securities Asset Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 8.7% in Q3 2025, buying an estimated $730K and bringing the position to 121,430 shares worth $9.51M. The position accounts for 1.13% of the portfolio, ranked #14.

Moloney Securities Asset Management first reported a position in SPYM in Q1 2018 and has held it in 29 quarters since. 1,423 funds tracked by Wall St. Rank hold SPYM as of Q3 2025.

Moloney Securities Asset Management held 121,430 shares of State Street SPDR Portfolio S&P 500 ETF worth $9.51M as of Q3 2025.
Moloney Securities Asset Management bought 9,673 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2025, an estimated $730K.
State Street SPDR Portfolio S&P 500 ETF made up 1.13% of Moloney Securities Asset Management's portfolio in Q3 2025, its #14 holding.
Moloney Securities Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2018 and has held it in 29 quarters since.
1,423 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.