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

Northwest 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 Q4	$124K	Sell	1,547 -401	-21%	-$31.9K	0.54%	48
2025 Q3	$153K	Sell	1,948 -5,901	-75%	-$445K	0.16%	82
2025 Q2	$571K	Sell	7,849 -806	-9%	-$54.2K	0.31%	73
2025 Q1	$569K	Sell	8,655 -4,451	-34%	-$308K	0.23%	74
2024 Q4	$904K	Sell	13,106 -4,565	-26%	-$316K	0.39%	49
2024 Q3	$1.19M	Hold	17,671	–	–	0.43%	42
2024 Q2	$1.13M	Sell	17,671 -4,909	-22%	-$302K	0.41%	42
2024 Q1	$1.39M	Buy	22,580 +180	+0.8%	+$10.5K	0.44%	39
2023 Q4	$1.25M	Sell	22,400 -609	-3%	-$31.9K	0.42%	39
2023 Q3	$1.16M	Buy	23,009 +18,123	+371%	+$948K	0.45%	40
2023 Q2	$255K	Buy	+4,886	New	+$241K	0.11%	91

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northwest Capital Management's SPYM Position: Q4 2025 in Review

Northwest Capital Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 21% in Q4 2025, selling an estimated $31.9K and leaving 1,547 shares worth $124K. The position accounts for 0.54% of the portfolio, ranked #48.

Northwest Capital Management first reported a position in SPYM in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.39M in Q1 2024. 1,589 funds tracked by Wall St. Rank hold SPYM as of Q4 2025.

Northwest Capital Management held 1,547 shares of State Street SPDR Portfolio S&P 500 ETF worth $124K as of Q4 2025.
Northwest Capital Management sold 401 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2025, an estimated $31.9K.
State Street SPDR Portfolio S&P 500 ETF made up 0.54% of Northwest Capital Management's portfolio in Q4 2025, its #48 holding.
Northwest Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 11 quarters since.
Northwest Capital Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.39M in Q1 2024.
1,589 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.