SFS
SPYM

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

Summit Financial Strategies’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
2026
Q1 		$688K Sell
8,986
-165
-2% -$13.2K 0.05% 82
2025
Q4 		$734K Sell
9,151
-302
-3% -$24K 0.06% 75
2025
Q3 		$741K Buy
9,453
+2,983
+46% +$225K 0.06% 74
2025
Q2 		$470K Buy
6,470
+26
+0.4% +$1.75K 0.04% 91
2025
Q1 		$424K Sell
6,444
-2,266
-26% -$157K 0.04% 95
2024
Q4 		$600K Sell
8,710
-80
-0.9% -$5.54K 0.07% 71
2024
Q3 		$593K Buy
8,790
+155
+2% +$10.1K 0.07% 71
2024
Q2 		$553K Buy
8,635
+3,322
+63% +$205K 0.07% 72
2024
Q1 		$327K Hold
5,313
– – 0.05% 107
2023
Q4 		$297K Sell
5,313
-356
-6% -$18.7K 0.05% 113
2023
Q3 		$285K Buy
+5,669
New +$297K 0.05% 102

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return