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

Sterling Financial Group’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	$2.35M	Hold	30,000	–	–	0.74%	20
2025 Q2	$2.18M	Hold	30,000	–	–	0.73%	20
2025 Q1	$1.97M	Hold	30,000	–	–	0.71%	23
2024 Q4	$2.07M	Hold	30,000	–	–	0.77%	20
2024 Q3	$2.03M	Buy	30,000 +13,800	+85%	+$897K	0.87%	15
2024 Q2	$1.04M	Buy	+16,200	New	+$997K	0.47%	25

Other funds holding SPYM

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 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

LPL Financial San Diego, California $377B AUM 19.32% 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

KCM

Kedalion Capital Management London, United Kingdom $3.48B AUM 17.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sterling Financial Group's SPYM Position: Q3 2025 in Review

Sterling Financial Group held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q3 2025 at 30,000 shares worth $2.35M. The position accounts for 0.74% of the portfolio, ranked #20.

Sterling Financial Group first reported a position in SPYM in Q2 2024 and has held it in 6 quarters since. 1,423 funds tracked by Wall St. Rank hold SPYM as of Q3 2025.

Sterling Financial Group held 30,000 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.35M as of Q3 2025.
Sterling Financial Group left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q3 2025.
State Street SPDR Portfolio S&P 500 ETF made up 0.74% of Sterling Financial Group's portfolio in Q3 2025, its #20 holding.
Sterling Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 6 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 Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.