Morningstar Investment Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Morningstar Investment Services’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	$482K	Sell	7,331 -1,072	-13%	-$74.1K	0.09%	118
2024 Q4	$579K	Sell	8,403 -113,774	-93%	-$7.89M	0.05%	127
2024 Q3	$8.21M	Buy	122,177 +31,946	+35%	+$2.08M	0.08%	133
2024 Q2	$5.8M	Buy	90,231 +29,076	+48%	+$1.79M	0.06%	137
2024 Q1	$3.76M	Sell	61,155 -8,844	-13%	-$518K	0.04%	140
2023 Q4	$3.93M	Buy	69,999 +52,084	+291%	+$2.73M	0.02%	163
2023 Q3	$903K	Buy	+17,915	New	+$937K	0.01%	183

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

Morningstar Investment Services's SPYM Position: Q1 2025 in Review

Morningstar Investment Services reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 13% in Q1 2025, selling an estimated $74.1K and leaving 7,331 shares worth $482K. The position accounts for 0.09% of the portfolio, ranked #118.

Morningstar Investment Services first reported a position in SPYM in Q3 2023 and has held it in 7 quarters since. The position peaked at $8.21M in Q3 2024. 1,290 funds tracked by Wall St. Rank hold SPYM as of Q1 2025.

Morningstar Investment Services held 7,331 shares of State Street SPDR Portfolio S&P 500 ETF worth $482K as of Q1 2025.
Morningstar Investment Services sold 1,072 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2025, an estimated $74.1K.
State Street SPDR Portfolio S&P 500 ETF made up 0.09% of Morningstar Investment Services's portfolio in Q1 2025, its #118 holding.
Morningstar Investment Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2023 and has held it in 7 quarters since.
Morningstar Investment Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $8.21M in Q3 2024.
1,290 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.