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

Scott Marsh 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 Q2	$241K	Buy	+3,320	New	+$223K	0.09%	221

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

Scott Marsh Financial's SPYM Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2025: 3,320 shares worth $241K. The stake represents 0.09% of the portfolio and ranks #221 among its holdings.

1,370 funds tracked by Wall St. Rank hold SPYM as of Q2 2025.

Scott Marsh Financial held 3,320 shares of State Street SPDR Portfolio S&P 500 ETF worth $241K as of Q2 2025.
State Street SPDR Portfolio S&P 500 ETF was a new Scott Marsh Financial position in Q2 2025.
State Street SPDR Portfolio S&P 500 ETF made up 0.09% of Scott Marsh Financial's portfolio in Q2 2025, its #221 holding.
1,370 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.