SFI
SPYM

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

SPC Financial Inc’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
Q3 		$25.3M Buy
322,779
+16,919
+6% +$1.28M 1.98% 17
2025
Q2 		$22.2M Buy
305,860
+7,835
+3% +$527K 1.86% 17
2025
Q1 		$19.6M Buy
298,025
+5,210
+2% +$360K 1.72% 20
2024
Q4 		$20.2M Sell
292,815
-5,326
-2% -$369K 1.76% 18
2024
Q3 		$20.1M Sell
298,141
-2,163
-0.7% -$141K 1.77% 18
2024
Q2 		$19.2M Buy
300,304
+11,439
+4% +$704K 1.78% 22
2024
Q1 		$17.8M Buy
288,865
+9,287
+3% +$544K 1.67% 24
2023
Q4 		$15.6M Buy
279,578
+15,485
+6% +$811K 1.59% 25
2023
Q3 		$13.3M Buy
264,093
+14,278
+6% +$747K 1.49% 24
2023
Q2 		$13M Buy
249,815
+14,350
+6% +$708K 1.41% 23
2023
Q1 		$11.3M Sell
235,465
-70,352
-23% -$3.3M 1.29% 23
2022
Q4 		$13.8M Buy
305,817
+91,713
+43% +$4.15M 1.63% 23
2022
Q3 		$8.99M Sell
214,104
-3,010
-1% -$141K 1.12% 23
2022
Q2 		$9.63M Buy
217,114
+44,261
+26% +$2.13M 1.19% 23
2022
Q1 		$9.18M Buy
172,853
+2,987
+2% +$156K 1.07% 24
2021
Q4 		$9.48M Buy
169,866
+39,453
+30% +$2.13M 1.06% 26
2021
Q3 		$6.58M Sell
130,413
-31,973
-20% -$1.66M 0.82% 26
2021
Q2 		$8.17M Buy
162,386
+55,469
+52% +$2.72M 0.99% 27
2021
Q1 		$4.98M Buy
106,917
+10,855
+11% +$492K 0.66% 29
2020
Q4 		$4.22M Buy
96,062
+9,705
+11% +$405K 0.59% 30
2020
Q3 		$3.4M Buy
+86,357
New +$3.36M 0.59% 32

Other funds holding SPYM

Betterment LLC
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KCM
Kedalion Capital Management London, United Kingdom $3.48B AUM 17.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SPC Financial Inc's SPYM Position: Q3 2025 in Review

SPC Financial Inc increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.5% in Q3 2025, buying an estimated $1.28M and bringing the position to 322,779 shares worth $25.3M. The position accounts for 1.98% of the portfolio, ranked #17.

SPC Financial Inc first reported a position in SPYM in Q3 2020 and has held it in 21 quarters since. 1,423 funds tracked by Wall St. Rank hold SPYM as of Q3 2025.

  • SPC Financial Inc held 322,779 shares of State Street SPDR Portfolio S&P 500 ETF worth $25.3M as of Q3 2025.
  • SPC Financial Inc bought 16,919 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2025, an estimated $1.28M.
  • State Street SPDR Portfolio S&P 500 ETF made up 1.98% of SPC Financial Inc's portfolio in Q3 2025, its #17 holding.
  • SPC Financial Inc first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2020 and has held it in 21 quarters since.
  • 1,423 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.