M
SPYM

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

MOTCO’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
2024
Q4 		– Sell
-2,849
Closed -$192K – 575
2024
Q3 		$192K Hold
2,849
– – 0.02% 206
2024
Q2 		$182K Buy
+2,849
New +$175K 0.01% 284
2022
Q3 		– Sell
-829
Closed -$37K – 672
2022
Q2 		$37K Hold
829
– – ﹤0.01% 384
2022
Q1 		$44K Hold
829
– – ﹤0.01% 366
2021
Q4 		$46K Hold
829
– – ﹤0.01% 359
2021
Q3 		$42K Hold
829
– – ﹤0.01% 365
2021
Q2 		$42K Hold
829
– – ﹤0.01% 373
2021
Q1 		$39K Hold
829
– – ﹤0.01% 360
2020
Q4 		$36K Buy
+829
New +$34.6K ﹤0.01% 387

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MOTCO's SPYM Position: Q4 2024 in Review

MOTCO sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2024, closing a stake of 2,849 shares — an estimated $192K sold.

MOTCO first reported a position in SPYM in Q4 2020 and held it in 9 quarters. The position peaked at $192K in Q3 2024. 1,252 funds tracked by Wall St. Rank hold SPYM as of Q4 2024.

  • MOTCO reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2024 after selling out during the quarter.
  • MOTCO sold 2,849 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2024, an estimated $192K.
  • MOTCO first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and held it in 9 quarters.
  • MOTCO's State Street SPDR Portfolio S&P 500 ETF position peaked at $192K in Q3 2024.
  • 1,252 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2024.

Based on MOTCO's 13F filing for Q4 2024, filed 5 Feb 2025.