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

Pasadena Private Wealth’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
Q2 		– Sell
-41,064
Closed -$2.7M – 211
2025
Q1 		$2.7M Buy
+41,064
New +$2.84M 0.52% 32

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
USS Investment Management
USS Investment Management London, United Kingdom $27.8B AUM 39.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Pasadena Private Wealth's SPYM Position: Q2 2025 in Review

Pasadena Private Wealth sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2025, closing a stake of 41,064 shares — an estimated $2.7M sold.

Pasadena Private Wealth first reported a position in SPYM in Q1 2025 and held it in 1 quarter. The position peaked at $2.7M in Q1 2025. 1,373 funds tracked by Wall St. Rank hold SPYM as of Q2 2025.

  • Pasadena Private Wealth reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
  • Pasadena Private Wealth sold 41,064 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2025, an estimated $2.7M.
  • Pasadena Private Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and held it in 1 quarter.
  • Pasadena Private Wealth's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.7M in Q1 2025.
  • 1,373 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2025.

Based on Pasadena Private Wealth's 13F filing for Q2 2025, filed 1 Aug 2025.