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

NCM Capital 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	–	Sell	-6,651	Closed	-$503K	–	185
2025 Q2	$503K	Buy	+6,651	New	+$447K	0.21%	108
2024 Q1	–	Sell	-6,335	Closed	-$354K	–	167
2023 Q4	$354K	Buy	+6,335	New	+$332K	0.21%	111
2023 Q3	–	Sell	-6,334	Closed	-$330K	–	152
2023 Q2	$330K	Buy	+6,334	New	+$313K	0.23%	112
2023 Q1	–	Sell	-6,583	Closed	-$296K	–	175
2022 Q4	$296K	Hold	6,583	–	–	0.2%	135
2022 Q3	$276K	Sell	6,583 -95	-1%	-$4.44K	0.21%	139
2022 Q2	$296K	Hold	6,678	–	–	0.21%	138
2022 Q1	$355K	Buy	+6,678	New	+$350K	0.22%	133

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

NCM Capital Management's SPYM Position: Q3 2025 in Review

NCM Capital Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2025, closing a stake of 6,651 shares — an estimated $503K sold.

NCM Capital Management first reported a position in SPYM in Q1 2022 and held it in 7 quarters. The position peaked at $503K in Q2 2025. 1,423 funds tracked by Wall St. Rank hold SPYM as of Q3 2025.

NCM Capital Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2025 after selling out during the quarter.
NCM Capital Management sold 6,651 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2025, an estimated $503K.
NCM Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and held it in 7 quarters.
NCM Capital Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $503K in Q2 2025.
1,423 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2025.

Based on NCM Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.