SW
SPYM

SVB Wealth’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

SVB Wealth’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 		– Sell
-5,967
Closed -$392K – 1463
2025
Q1 		$392K Buy
5,967
+302
+5% +$20.9K 0.02% 230
2024
Q4 		$391K Buy
+5,665
New +$393K 0.01% 485
2024
Q3 		– Sell
-5,128
Closed -$328K – 522
2024
Q2 		$328K Hold
5,128
– – 0.01% 544
2024
Q1 		$316K Hold
5,128
– – 0.01% 610
2023
Q4 		$287K Buy
+5,128
New +$269K 0.01% 646

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SVB Wealth's SPYM Position: Q2 2025 in Review

SVB Wealth sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2025, closing a stake of 5,967 shares — an estimated $392K sold.

SVB Wealth first reported a position in SPYM in Q4 2023 and held it in 5 quarters. The position peaked at $392K in Q1 2025. 1,370 funds tracked by Wall St. Rank hold SPYM as of Q2 2025.

  • SVB Wealth reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 5,967 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2025, an estimated $392K.
  • SVB Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and held it in 5 quarters.
  • SVB Wealth's State Street SPDR Portfolio S&P 500 ETF position peaked at $392K in Q1 2025.
  • 1,370 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.