Napa Wealth Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Napa Wealth 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	$3.85M	Sell	49,126 -45	-0.1%	-$3.39K	1.8%	18
2025 Q2	$3.57M	Sell	49,171 -1,212	-2%	-$81.5K	1.71%	16
2025 Q1	$3.31M	Sell	50,383 -1,778	-3%	-$123K	1.86%	8
2024 Q4	$3.6M	Buy	52,161 +11,341	+28%	+$786K	1.55%	6
2024 Q3	$2.76M	Buy	40,820 +425	+1%	+$27.6K	1.3%	10
2024 Q2	$2.59M	Sell	40,395 -172	-0.4%	-$10.6K	1.75%	12
2024 Q1	$2.5M	Sell	40,567 -8,660	-18%	-$507K	1.31%	6
2023 Q4	$2.75M	Buy	+49,227	New	+$2.58M	1.49%	13

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

Napa Wealth Management's SPYM Position: Q3 2025 in Review

Napa Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.09% in Q3 2025, selling an estimated $3.39K and leaving 49,126 shares worth $3.85M. The position accounts for 1.8% of the portfolio, ranked #18.

Napa Wealth Management first reported a position in SPYM in Q4 2023 and has held it in 8 quarters since. 1,423 funds tracked by Wall St. Rank hold SPYM as of Q3 2025.

Napa Wealth Management held 49,126 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.85M as of Q3 2025.
Napa Wealth Management sold 45 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2025, an estimated $3.39K.
State Street SPDR Portfolio S&P 500 ETF made up 1.8% of Napa Wealth Management's portfolio in Q3 2025, its #18 holding.
Napa Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 8 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 Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.