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

NWF 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 Q3	–	Sell	-4,404	Closed	-$320K	–	455
2025 Q2	$320K	Buy	4,404 +339	+8%	+$22.8K	0.04%	275
2025 Q1	$267K	Sell	4,065 -539	-12%	-$37.3K	0.04%	265
2024 Q4	$317K	Buy	+4,604	New	+$319K	0.05%	194

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

NWF Advisory Services's SPYM Position: Q3 2025 in Review

NWF Advisory Services sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2025, closing a stake of 4,404 shares — an estimated $320K sold.

NWF Advisory Services first reported a position in SPYM in Q4 2024 and held it in 3 quarters. The position peaked at $320K in Q2 2025. 1,423 funds tracked by Wall St. Rank hold SPYM as of Q3 2025.

NWF Advisory Services reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2025 after selling out during the quarter.
NWF Advisory Services sold 4,404 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2025, an estimated $320K.
NWF Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and held it in 3 quarters.
NWF Advisory Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $320K 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 NWF Advisory Services's 13F filing for Q3 2025, filed 31 Oct 2025.