NI
SPYM

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

NDVR Inc’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 		$247K Hold
3,077
– – 0.2% 83
2025
Q3 		$241K Buy
+3,077
New +$232K 0.2% 84

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

NDVR Inc's SPYM Position: Q4 2025 in Review

NDVR Inc held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q4 2025 at 3,077 shares worth $247K. The position accounts for 0.2% of the portfolio, ranked #83.

NDVR Inc first reported a position in SPYM in Q3 2025 and has held it in 2 quarters since. 1,589 funds tracked by Wall St. Rank hold SPYM as of Q4 2025.

  • NDVR Inc held 3,077 shares of State Street SPDR Portfolio S&P 500 ETF worth $247K as of Q4 2025.
  • NDVR Inc left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q4 2025.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.2% of NDVR Inc's portfolio in Q4 2025, its #83 holding.
  • NDVR Inc first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and has held it in 2 quarters since.
  • 1,589 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2025.

Based on NDVR Inc's 13F filing for Q4 2025, filed 12 Feb 2026.