PPC
SPYM

Pennington Partners & Co’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Pennington Partners & Co’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
-4,662
Closed -$339K – 92
2025
Q2 		$339K Sell
4,662
-735
-14% -$49.4K 0.18% 53
2025
Q1 		$355K Buy
+5,397
New +$373K 0.2% 56

Other funds holding SPYM

Betterment LLC
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pennington Partners & Co's SPYM Position: Q3 2025 in Review

Pennington Partners & Co sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2025, closing a stake of 4,662 shares — an estimated $339K sold.

Pennington Partners & Co first reported a position in SPYM in Q1 2025 and held it in 2 quarters. The position peaked at $355K in Q1 2025. 1,423 funds tracked by Wall St. Rank hold SPYM as of Q3 2025.

  • Pennington Partners & Co reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2025 after selling out during the quarter.
  • Pennington Partners & Co sold 4,662 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2025, an estimated $339K.
  • Pennington Partners & Co first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and held it in 2 quarters.
  • Pennington Partners & Co's State Street SPDR Portfolio S&P 500 ETF position peaked at $355K in Q1 2025.
  • 1,423 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2025.

Based on Pennington Partners & Co's 13F filing for Q3 2025, filed 14 Nov 2025.