SageView Advisory Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

SageView Advisory Group’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	$332K	Sell	4,144 -3,056	-42%	-$243K	0.01%	450
2025 Q3	$564K	Buy	7,200 +399	+6%	+$30.1K	0.02%	363
2025 Q2	$510K	Sell	6,801 -196	-3%	-$13.2K	0.02%	365
2025 Q1	$460K	Buy	6,997 +201	+3%	+$13.9K	0.02%	364
2024 Q4	$469K	Buy	6,796 +2,578	+61%	+$179K	0.02%	352
2024 Q3	$285K	Sell	4,218 -159	-4%	-$10.3K	0.01%	409
2024 Q2	$280K	Sell	4,377 -729,870	-99%	-$44.9M	0.01%	454
2024 Q1	$17.2M	Buy	734,247 +708,260	+2,725%	+$41.5M	0.87%	15
2023 Q4	$1.5M	Sell	25,987 -8,338	-24%	-$437K	0.06%	192
2023 Q3	$1.73M	Buy	34,325 +6,888	+25%	+$360K	0.1%	124
2023 Q2	$1.43M	Buy	+27,437	New	+$1.35M	0.08%	172

Other funds holding SPYM

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

UIM

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

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

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

SageView Advisory Group's SPYM Position: Q4 2025 in Review

SageView Advisory Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 42% in Q4 2025, selling an estimated $243K and leaving 4,144 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #450.

SageView Advisory Group first reported a position in SPYM in Q2 2023 and has held it in 11 quarters since. The position peaked at $17.2M in Q1 2024. 1,589 funds tracked by Wall St. Rank hold SPYM as of Q4 2025.

SageView Advisory Group held 4,144 shares of State Street SPDR Portfolio S&P 500 ETF worth $332K as of Q4 2025.
SageView Advisory Group sold 3,056 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2025, an estimated $243K.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #450 holding.
SageView Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 11 quarters since.
SageView Advisory Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $17.2M in Q1 2024.
1,589 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.