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

Semmax Financial 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 Q2	$2.1M	Sell	28,065 -15,962	-36%	-$1.07M	0.54%	66
2025 Q1	$2.92M	Sell	44,027 -4,501	-9%	-$311K	0.79%	50
2024 Q4	$3.48M	Buy	48,528 +5,040	+12%	+$349K	0.93%	45
2024 Q3	$3.05M	Sell	43,488 -3,241	-7%	-$211K	0.84%	51
2024 Q2	$2.98M	Sell	46,729 -344	-0.7%	-$21.2K	0.9%	50
2024 Q1	$2.88M	Buy	47,073 +7,022	+18%	+$411K	0.95%	48
2023 Q4	$2.33M	Buy	40,051 +37,412	+1,418%	+$1.96M	0.85%	51
2023 Q3	$137K	Buy	+2,639	New	+$138K	0.05%	101

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

Semmax Financial Advisors's SPYM Position: Q2 2025 in Review

Semmax Financial Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 36% in Q2 2025, selling an estimated $1.07M and leaving 28,065 shares worth $2.1M. The position accounts for 0.54% of the portfolio, ranked #66.

Semmax Financial Advisors first reported a position in SPYM in Q3 2023 and has held it in 8 quarters since. The position peaked at $3.48M in Q4 2024. 1,370 funds tracked by Wall St. Rank hold SPYM as of Q2 2025.

Semmax Financial Advisors held 28,065 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.1M as of Q2 2025.
Semmax Financial Advisors sold 15,962 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2025, an estimated $1.07M.
State Street SPDR Portfolio S&P 500 ETF made up 0.54% of Semmax Financial Advisors's portfolio in Q2 2025, its #66 holding.
Semmax Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2023 and has held it in 8 quarters since.
Semmax Financial Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $3.48M 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 Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.