Sheaff Brock Investment Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Sheaff Brock Investment 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 Q1	–	Sell	-5,920	Closed	-$408K	–	481
2024 Q4	$408K	Buy	5,920 +1,683	+40%	+$117K	0.04%	287
2024 Q3	$286K	Buy	4,237 +106	+3%	+$6.89K	0.03%	336
2024 Q2	$264K	Buy	4,131 +20	+0.5%	+$1.23K	0.02%	341
2024 Q1	$253K	Buy	4,111 +286	+7%	+$16.8K	0.02%	389
2023 Q4	$214K	Buy	+3,825	New	+$200K	0.02%	406

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

Sheaff Brock Investment Advisors's SPYM Position: Q1 2025 in Review

Sheaff Brock Investment Advisors sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2025, closing a stake of 5,920 shares — an estimated $408K sold.

Sheaff Brock Investment Advisors first reported a position in SPYM in Q4 2023 and held it in 5 quarters. The position peaked at $408K in Q4 2024. 1,290 funds tracked by Wall St. Rank hold SPYM as of Q1 2025.

Sheaff Brock Investment Advisors reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 5,920 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2025, an estimated $408K.
Sheaff Brock Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and held it in 5 quarters.
Sheaff Brock Investment Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $408K in Q4 2024.
1,290 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.