TFB Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

TFB Advisors’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	-5,068	Closed	-$368K	–	348
2025 Q2	$368K	Sell	5,068 -40	-0.8%	-$2.69K	0.1%	227
2025 Q1	$336K	Sell	5,108 -43	-0.8%	-$2.97K	0.1%	229
2024 Q4	$355K	Buy	5,151 +729	+16%	+$50.5K	0.1%	215
2024 Q3	$299K	Buy	4,422 +19	+0.4%	+$1.24K	0.09%	245
2024 Q2	$282K	Sell	4,403 -881	-17%	-$54.2K	0.09%	234
2024 Q1	$311K	Buy	+5,284	New	+$309K	0.11%	196
2023 Q4	–	Sell	-4,549	Closed	-$229K	–	194
2023 Q3	$229K	Sell	4,549 -1,570	-26%	-$82.1K	0.28%	93
2023 Q2	$319K	Buy	+6,119	New	+$302K	0.14%	172
2023 Q1	–	Sell	-4,638	Closed	-$209K	–	145
2022 Q4	$209K	Buy	+4,638	New	+$210K	0.17%	118

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

TFB Advisors's SPYM Position: Q3 2025 in Review

TFB Advisors sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2025, closing a stake of 5,068 shares — an estimated $368K sold.

TFB Advisors first reported a position in SPYM in Q4 2022 and held it in 9 quarters. The position peaked at $368K in Q2 2025. 1,423 funds tracked by Wall St. Rank hold SPYM as of Q3 2025.

TFB Advisors reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2025 after selling out during the quarter.
TFB Advisors sold 5,068 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2025, an estimated $368K.
TFB Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and held it in 9 quarters.
TFB Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $368K in Q2 2025.
1,423 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2025.

Based on TFB Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.