RWB
SPYM

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

RMR Wealth Builders’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 		$3.07M Buy
40,102
+189
+0.5% +$15.1K 0.24% 64
2025
Q4 		$3.2M Buy
39,913
+80
+0.2% +$6.36K 0.26% 55
2025
Q3 		$3.12M Buy
39,833
+166
+0.4% +$12.5K 0.26% 49
2025
Q2 		$2.89M Buy
39,667
+58
+0.1% +$3.9K 0.26% 50
2025
Q1 		$2.61M Sell
39,609
-224
-0.6% -$15.5K 0.28% 47
2024
Q4 		$2.75M Buy
39,833
+22,161
+125% +$1.54M 0.28% 45
2024
Q3 		$1.19M Buy
+17,672
New +$1.15M 0.13% 88
2024
Q2 		– Sell
-3,541
Closed -$218K – 261
2024
Q1 		$218K Sell
3,541
-769
-18% -$45K 0.03% 246
2023
Q4 		$241K Buy
+4,310
New +$226K 0.03% 212

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B 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 $134B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return