MA
SPYM

Montag & Associates’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Montag & Associates’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
Q2 		– Sell
-6
Closed -$395 – 1018
2025
Q1 		$395 Hold
6
– – ﹤0.01% 984
2024
Q4 		$414 Hold
6
– – ﹤0.01% 985
2024
Q3 		$406 Hold
6
– – ﹤0.01% 1012
2024
Q2 		$384 Buy
+6
New +$369 ﹤0.01% 970

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Montag & Associates's SPYM Position: Q2 2025 in Review

Montag & Associates sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2025, closing a stake of 6 shares — an estimated $395 sold.

Montag & Associates first reported a position in SPYM in Q2 2024 and held it in 4 quarters. The position peaked at $414 in Q4 2024. 1,370 funds tracked by Wall St. Rank hold SPYM as of Q2 2025.

  • Montag & Associates reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
  • Montag & Associates sold 6 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2025, an estimated $395.
  • Montag & Associates first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and held it in 4 quarters.
  • Montag & Associates's State Street SPDR Portfolio S&P 500 ETF position peaked at $414 in Q4 2024.
  • 1,370 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2025.

Based on Montag & Associates's 13F filing for Q2 2025, filed 7 Aug 2025.