SL
SPYM

SWMG LLC’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

SWMG LLC’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 		– Sell
-35,023
Closed -$2.62M – 126
2025
Q2 		$2.62M Buy
35,023
+24,930
+247% +$1.68M 0.88% 23
2025
Q1 		$653K Sell
10,093
-39,178
-80% -$2.71M 0.26% 55
2024
Q4 		$3.51M Buy
49,271
+144
+0.3% +$9.98K 1.4% 17
2024
Q3 		$3.45M Buy
49,127
+10,274
+26% +$668K 1.43% 16
2024
Q2 		$2.49M Sell
38,853
-73
-0.2% -$4.49K 1.11% 19
2024
Q1 		$2.4M Buy
38,926
+5,016
+15% +$294K 1.08% 20
2023
Q4 		$1.9M Buy
33,910
+27,315
+414% +$1.43M 0.9% 22
2023
Q3 		$331K Sell
6,595
-179
-3% -$9.36K 0.17% 74
2023
Q2 		$353K Sell
6,774
-1
-0% -$49 0.18% 62
2023
Q1 		$326K Buy
6,775
+26
+0.4% +$1.22K 0.18% 66
2022
Q4 		$304K Buy
6,749
+31
+0.5% +$1.4K 0.18% 63
2022
Q3 		$282K Buy
+6,718
New +$314K 0.18% 62

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

SWMG LLC's SPYM Position: Q3 2025 in Review

SWMG LLC sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2025, closing a stake of 35,023 shares — an estimated $2.62M sold.

SWMG LLC first reported a position in SPYM in Q3 2022 and held it in 12 quarters. The position peaked at $3.51M in Q4 2024. 1,423 funds tracked by Wall St. Rank hold SPYM as of Q3 2025.

  • SWMG LLC reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2025 after selling out during the quarter.
  • SWMG LLC sold 35,023 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2025, an estimated $2.62M.
  • SWMG LLC first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2022 and held it in 12 quarters.
  • SWMG LLC's State Street SPDR Portfolio S&P 500 ETF position peaked at $3.51M in Q4 2024.
  • 1,423 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2025.

Based on SWMG LLC's 13F filing for Q3 2025, filed 24 Oct 2025.