NC
SPYM

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

Napatree Capital’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 		$5.17M Buy
78,563
+44,213
+129% +$3.06M 2.91% 3
2024
Q4 		$2.37M Buy
34,350
+30,747
+853% +$2.13M 1.39% 18
2024
Q3 		$243K Buy
3,603
+80
+2% +$5.2K 0.17% 136
2024
Q2 		$225K Hold
3,523
– – 0.18% 129
2024
Q1 		$208K Buy
+3,523
New +$206K 0.2% 117

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
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
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Napatree Capital's SPYM Position: Q1 2025 in Review

Napatree Capital increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 129% in Q1 2025, buying an estimated $3.06M and bringing the position to 78,563 shares worth $5.17M. The position accounts for 2.91% of the portfolio, ranked #3.

Napatree Capital first reported a position in SPYM in Q1 2024 and has held it in 5 quarters since. 1,290 funds tracked by Wall St. Rank hold SPYM as of Q1 2025.

  • Napatree Capital held 78,563 shares of State Street SPDR Portfolio S&P 500 ETF worth $5.17M as of Q1 2025.
  • Napatree Capital bought 44,213 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2025, an estimated $3.06M.
  • State Street SPDR Portfolio S&P 500 ETF made up 2.91% of Napatree Capital's portfolio in Q1 2025, its #3 holding.
  • Napatree Capital first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 5 quarters since.
  • 1,290 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.