NMG
SPYM

New Millennium Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

New Millennium Group’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 		$85.1K Buy
1,061
+145
+16% +$11.5K 0.04% 102
2025
Q3 		$71.8K Buy
916
+635
+226% +$47.9K 0.03% 95
2025
Q2 		$20.4K Buy
281
+6
+2% +$403 0.01% 152
2025
Q1 		$18.1K Buy
275
+1
+0.4% +$69 0.01% 155
2024
Q4 		$18.9K Buy
274
+63
+30% +$4.37K 0.01% 163
2024
Q3 		$14.2K Buy
+211
New +$13.7K 0.01% 153

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

New Millennium Group's SPYM Position: Q4 2025 in Review

New Millennium Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 16% in Q4 2025, buying an estimated $11.5K and bringing the position to 1,061 shares worth $85.1K. The position accounts for 0.04% of the portfolio, ranked #102.

New Millennium Group first reported a position in SPYM in Q3 2024 and has held it in 6 quarters since. 1,589 funds tracked by Wall St. Rank hold SPYM as of Q4 2025.

  • New Millennium Group held 1,061 shares of State Street SPDR Portfolio S&P 500 ETF worth $85.1K as of Q4 2025.
  • New Millennium Group bought 145 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2025, an estimated $11.5K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.04% of New Millennium Group's portfolio in Q4 2025, its #102 holding.
  • New Millennium Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and has held it in 6 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 New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.