Sebold Capital Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Sebold Capital Management’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	$995K	Sell	13,683 -2,769	-17%	-$186K	0.61%	32
2025 Q1	$1.08M	Buy	16,452 +282	+2%	+$19.5K	0.71%	28
2024 Q4	$1.11M	Sell	16,170 -114	-0.7%	-$7.9K	0.75%	27
2024 Q3	$1.1M	Sell	16,284 -146	-0.9%	-$9.49K	0.72%	27
2024 Q2	$1.05M	Sell	16,430 -10	-0.1%	-$616	0.73%	27
2024 Q1	$1.01M	Buy	16,440 +1,560	+10%	+$91.4K	0.68%	30
2023 Q4	$832K	Buy	+14,880	New	+$780K	0.61%	31

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

Sebold Capital Management's SPYM Position: Q2 2025 in Review

Sebold Capital Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 17% in Q2 2025, selling an estimated $186K and leaving 13,683 shares worth $995K. The position accounts for 0.61% of the portfolio, ranked #32.

Sebold Capital Management first reported a position in SPYM in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.11M in Q4 2024. 1,370 funds tracked by Wall St. Rank hold SPYM as of Q2 2025.

Sebold Capital Management held 13,683 shares of State Street SPDR Portfolio S&P 500 ETF worth $995K as of Q2 2025.
Sebold Capital Management sold 2,769 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2025, an estimated $186K.
State Street SPDR Portfolio S&P 500 ETF made up 0.61% of Sebold Capital Management's portfolio in Q2 2025, its #32 holding.
Sebold Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 7 quarters since.
Sebold Capital Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.11M in Q4 2024.
1,370 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2025.

Based on Sebold Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.