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

Priebe Wealth Holdings’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	$28.8M	Sell	395,949 -417,284	-51%	-$28.1M	24.92%	1
2025 Q1	$53.5M	Buy	813,233 +90,674	+13%	+$6.27M	33.35%	1
2024 Q4	$49.8M	Buy	722,559 +42,906	+6%	+$2.97M	33.76%	1
2024 Q3	$45.9M	Buy	679,653 +43,547	+7%	+$2.83M	33.42%	1
2024 Q2	$40.7M	Sell	636,106 -71,480	-10%	-$4.4M	32.26%	1
2024 Q1	$43.5M	Buy	707,586 +17,746	+3%	+$1.04M	33.94%	1
2023 Q4	$38.6M	Buy	+689,840	New	+$36.1M	31.66%	1

Other funds holding SPYM

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

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

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

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

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Priebe Wealth Holdings's SPYM Position: Q2 2025 in Review

Priebe Wealth Holdings reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 51% in Q2 2025, selling an estimated $28.1M and leaving 395,949 shares worth $28.8M. The position accounts for 24.92% of the portfolio, ranked #1.

Priebe Wealth Holdings first reported a position in SPYM in Q4 2023 and has held it in 7 quarters since. The position peaked at $53.5M in Q1 2025. 1,370 funds tracked by Wall St. Rank hold SPYM as of Q2 2025.

Priebe Wealth Holdings held 395,949 shares of State Street SPDR Portfolio S&P 500 ETF worth $28.8M as of Q2 2025.
Priebe Wealth Holdings sold 417,284 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2025, an estimated $28.1M.
State Street SPDR Portfolio S&P 500 ETF made up 24.92% of Priebe Wealth Holdings's portfolio in Q2 2025, its #1 holding.
Priebe Wealth Holdings first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 7 quarters since.
Priebe Wealth Holdings's State Street SPDR Portfolio S&P 500 ETF position peaked at $53.5M in Q1 2025.
1,370 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2025.

Based on Priebe Wealth Holdings's 13F filing for Q2 2025, filed 25 Jul 2025.