NW
SPYM

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

Naviter Wealth’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
Q4 		– Sell
-2,727
Closed -$214K – 285
2025
Q3 		$214K Buy
+2,727
New +$206K 0.02% 251

Other funds holding SPYM

Betterment LLC
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Naviter Wealth's SPYM Position: Q4 2025 in Review

Naviter Wealth sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2025, closing a stake of 2,727 shares — an estimated $214K sold.

Naviter Wealth first reported a position in SPYM in Q3 2025 and held it in 1 quarter. The position peaked at $214K in Q3 2025. 1,589 funds tracked by Wall St. Rank hold SPYM as of Q4 2025.

  • Naviter Wealth reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
  • Naviter Wealth sold 2,727 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2025, an estimated $214K.
  • Naviter Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and held it in 1 quarter.
  • Naviter Wealth's State Street SPDR Portfolio S&P 500 ETF position peaked at $214K in Q3 2025.
  • 1,589 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2025.

Based on Naviter Wealth's 13F filing for Q4 2025, filed 21 Jan 2026.