Optimum Investment Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Optimum Investment Advisors’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	$783	Hold	10	–	–	﹤0.01%	589
2025 Q2	$727	Hold	10	–	–	﹤0.01%	592
2025 Q1	$658	Hold	10	–	–	﹤0.01%	619
2024 Q4	$689	Hold	10	–	–	﹤0.01%	598
2024 Q3	$675	Hold	10	–	–	﹤0.01%	616
2024 Q2	$640	Hold	10	–	–	﹤0.01%	616
2024 Q1	$615	Hold	10	–	–	﹤0.01%	624
2023 Q4	$559	Hold	10	–	–	﹤0.01%	616
2023 Q3	$503	Hold	10	–	–	﹤0.01%	683
2023 Q2	$521	Sell	10 -35	-78%	-$1.73K	﹤0.01%	681
2023 Q1	$2.17K	Buy	45 +35	+350%	+$1.64K	﹤0.01%	670
2022 Q4	$450	Buy	+10	New	+$452	﹤0.01%	735

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

Optimum Investment Advisors's SPYM Position: Q3 2025 in Review

Optimum Investment Advisors held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q3 2025 at 10 shares worth $783. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Optimum Investment Advisors first reported a position in SPYM in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.17K in Q1 2023. 1,423 funds tracked by Wall St. Rank hold SPYM as of Q3 2025.

Optimum Investment Advisors held 10 shares of State Street SPDR Portfolio S&P 500 ETF worth $783 as of Q3 2025.
Optimum Investment Advisors left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q3 2025.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #589 holding.
Optimum Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 12 quarters since.
Optimum Investment Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.17K in Q1 2023.
1,423 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.