Safe Harbor Wealth Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Safe Harbor Wealth Advisors’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 Q4	$3.4M	Buy	+42,401	New	+$3.37M	3.29%	7

Other funds holding SPYM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Safe Harbor Wealth Advisors's SPYM Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2025: 42,401 shares worth $3.4M. The stake represents 3.29% of the portfolio and ranks #7 among its holdings.

1,591 funds tracked by Wall St. Rank hold SPYM as of Q4 2025.

Safe Harbor Wealth Advisors held 42,401 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.4M as of Q4 2025.
State Street SPDR Portfolio S&P 500 ETF was a new Safe Harbor Wealth Advisors position in Q4 2025.
State Street SPDR Portfolio S&P 500 ETF made up 3.29% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #7 holding.
1,591 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.