Safeguard Financial’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Safeguard Financial’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 Q1	$1.84M	Buy	27,928 +7	+0%	+$484	0.4%	24
2024 Q4	$1.92M	Sell	27,921 -2,561	-8%	-$178K	0.42%	24
2024 Q3	$2.06M	Sell	30,482 -287	-0.9%	-$18.7K	0.48%	24
2024 Q2	$1.97M	Buy	30,769 +6,969	+29%	+$429K	0.55%	21
2024 Q1	$1.46M	Sell	23,800 -128	-0.5%	-$7.5K	0.48%	23
2023 Q4	$1.34M	Sell	23,928 -1,032	-4%	-$54.1K	0.51%	22
2023 Q3	$1.25M	Sell	24,960 -2,745	-10%	-$144K	0.61%	23
2023 Q2	$1.44M	Buy	27,705 +92	+0.3%	+$4.54K	0.7%	18
2023 Q1	$1.33M	Sell	27,613 -2,273	-8%	-$107K	0.81%	18
2022 Q4	$1.34M	Buy	29,886 +303	+1%	+$13.7K	0.96%	18
2022 Q3	$1.24M	Buy	29,583 +32	+0.1%	+$1.49K	1.15%	16
2022 Q2	$1.31M	Sell	29,551 -380	-1%	-$18.3K	1.56%	14
2022 Q1	$1.59M	Buy	+29,931	New	+$1.57M	2.38%	11

Other funds holding SPYM

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

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

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

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

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

UIM

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

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Safeguard Financial's SPYM Position: Q1 2025 in Review

Safeguard Financial increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.03% in Q1 2025, buying an estimated $484 and bringing the position to 27,928 shares worth $1.84M. The position accounts for 0.4% of the portfolio, ranked #24.

Safeguard Financial first reported a position in SPYM in Q1 2022 and has held it in 13 quarters since. The position peaked at $2.06M in Q3 2024. 1,290 funds tracked by Wall St. Rank hold SPYM as of Q1 2025.

Safeguard Financial held 27,928 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.84M as of Q1 2025.
Safeguard Financial bought 7 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2025, an estimated $484.
State Street SPDR Portfolio S&P 500 ETF made up 0.4% of Safeguard Financial's portfolio in Q1 2025, its #24 holding.
Safeguard Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and has held it in 13 quarters since.
Safeguard Financial's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.06M in Q3 2024.
1,290 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.