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

Platform Technology Partners’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
2026 Q1	$312K	Sell	4,077 -158	-4%	-$12.6K	0.06%	223
2025 Q4	$340K	Buy	4,235 +390	+10%	+$31K	0.07%	192
2025 Q3	$301K	Sell	3,845 -8,592	-69%	-$648K	0.07%	197
2025 Q2	$904K	Buy	12,437 +313	+3%	+$21K	0.24%	104
2025 Q1	$797K	Sell	12,124 -574	-5%	-$39.7K	0.23%	106
2024 Q4	$875K	Buy	12,698 +1,148	+10%	+$79.6K	0.27%	90
2024 Q3	$780K	Buy	11,550 +2,818	+32%	+$183K	0.25%	94
2024 Q2	$559K	Buy	+8,732	New	+$538K	0.19%	109
2023 Q4	$494K	Buy	+8,387	New	+$439K	0.19%	115

Other funds holding SPYM

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return