Nicolet Advisory Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Nicolet Advisory Services’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	$295M	Buy	3,610,494 +3,577,727	+10,919%	+$285M	19.9%	1
2025 Q3	$2.58M	Buy	32,767 +3,750	+13%	+$283K	0.2%	66
2025 Q2	$2.12M	Buy	29,017 +12,197	+73%	+$820K	0.18%	73
2025 Q1	$1.04M	Buy	16,820 +4,413	+36%	+$305K	0.1%	105
2024 Q4	$847K	Buy	12,407 +1,421	+13%	+$98.5K	0.08%	136
2024 Q3	$734K	Buy	10,986 +1,896	+21%	+$123K	0.07%	146
2024 Q2	$600K	Buy	9,090 +2,163	+31%	+$133K	0.06%	162
2024 Q1	$423K	Sell	6,927 -195	-3%	-$11.4K	0.04%	210
2023 Q4	$392K	Sell	7,122 -903	-11%	-$47.3K	0.04%	195
2023 Q3	$401K	Sell	8,025 -436	-5%	-$22.8K	0.04%	182
2023 Q2	$437K	Sell	8,461 -512	-6%	-$25.3K	0.05%	172
2023 Q1	$432K	Sell	8,973 -145	-2%	-$6.8K	0.05%	161
2022 Q4	$424K	Sell	9,118 -2,179	-19%	-$98.5K	0.06%	143
2022 Q3	$478K	Buy	11,297 +2,142	+23%	+$100K	0.08%	103
2022 Q2	$419K	Buy	9,155 +722	+9%	+$34.8K	0.06%	114
2022 Q1	$444K	Buy	8,433 +36	+0.4%	+$1.89K	0.06%	115
2021 Q4	$469K	Sell	8,397 -320	-4%	-$17.3K	0.06%	112
2021 Q3	$440K	Sell	8,717 -13	-0.1%	-$674	0.06%	124
2021 Q2	$439K	Buy	8,730 +186	+2%	+$9.13K	0.06%	115
2021 Q1	$398K	Buy	8,544 +82	+1%	+$3.72K	0.06%	118
2020 Q4	$372K	Sell	8,462 -1,061	-11%	-$44.2K	0.05%	120
2020 Q3	$375K	Sell	9,523 -400	-4%	-$15.6K	0.06%	112
2020 Q2	$360K	Sell	9,923 -21,028	-68%	-$723K	0.06%	136
2020 Q1	$936K	Sell	30,951 -31,419	-50%	-$1.13M	0.16%	75
2019 Q4	$2.36M	Sell	62,370 -4,261	-6%	-$154K	0.37%	41
2019 Q3	$2.32M	Buy	66,631 +2,978	+5%	+$104K	0.35%	37
2019 Q2	$2.2M	Buy	63,653 +29,603	+87%	+$1M	0.34%	36
2019 Q1	$1.13M	Buy	+34,050	New	+$1.09M	0.19%	47

Other funds holding SPYM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nicolet Advisory Services's SPYM Position: Q4 2025 in Review

Nicolet Advisory Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 10,919% in Q4 2025, buying an estimated $285M and bringing the position to 3,610,494 shares worth $295M. The position accounts for 19.9% of the portfolio, ranked #1.

Nicolet Advisory Services first reported a position in SPYM in Q1 2019 and has held it in 28 quarters since. 1,591 funds tracked by Wall St. Rank hold SPYM as of Q4 2025.

Nicolet Advisory Services held 3,610,494 shares of State Street SPDR Portfolio S&P 500 ETF worth $295M as of Q4 2025.
Nicolet Advisory Services bought 3,577,727 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2025, an estimated $285M.
State Street SPDR Portfolio S&P 500 ETF made up 19.9% of Nicolet Advisory Services's portfolio in Q4 2025, its #1 holding.
Nicolet Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2019 and has held it in 28 quarters since.
1,591 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.