PWM
SPYM

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

Partnership Wealth 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
Q1 		– Sell
-5,500
Closed -$379K – 75
2024
Q4 		$379K Hold
5,500
– – 0.32% 54
2024
Q3 		$371K Buy
5,500
+3,000
+120% +$195K 0.26% 56
2024
Q2 		$160K Buy
+2,500
New +$154K 0.12% 100

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Partnership Wealth Management's SPYM Position: Q1 2025 in Review

Partnership Wealth Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2025, closing a stake of 5,500 shares — an estimated $379K sold.

Partnership Wealth Management first reported a position in SPYM in Q2 2024 and held it in 3 quarters. The position peaked at $379K in Q4 2024. 1,292 funds tracked by Wall St. Rank hold SPYM as of Q1 2025.

  • Partnership Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
  • Partnership Wealth Management sold 5,500 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2025, an estimated $379K.
  • Partnership Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and held it in 3 quarters.
  • Partnership Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $379K in Q4 2024.
  • 1,292 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2025.

Based on Partnership Wealth Management's 13F filing for Q1 2025, filed 7 Apr 2025.