TA
SPYM

TFG Advisers’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

TFG Advisers’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 		$1.39M Buy
19,103
+973
+5% +$65.4K 0.48% 63
2025
Q1 		$1.19M Buy
18,130
+902
+5% +$62.4K 0.43% 65
2024
Q4 		$1.19M Buy
17,228
+982
+6% +$68.1K 0.43% 65
2024
Q3 		$1.1M Buy
16,246
+744
+5% +$48.4K 0.39% 69
2024
Q2 		$992K Buy
15,502
+1,876
+14% +$115K 0.39% 73
2024
Q1 		$838K Buy
13,626
+1,268
+10% +$74.3K 0.33% 82
2023
Q4 		$691K Buy
12,358
+639
+5% +$33.5K 0.29% 96
2023
Q3 		$589K Buy
11,719
+1,280
+12% +$67K 0.28% 100
2023
Q2 		$544K Buy
10,439
+944
+10% +$46.6K 0.25% 107
2023
Q1 		$457K Buy
9,495
+966
+11% +$45.3K 0.22% 114
2022
Q4 		$384K Buy
8,529
+788
+10% +$35.6K 0.2% 117
2022
Q3 		$325K Buy
7,741
+862
+13% +$40.3K 0.18% 127
2022
Q2 		$305K Buy
6,879
+247
+4% +$11.9K 0.16% 140
2022
Q1 		$352K Sell
6,632
-137
-2% -$7.17K 0.16% 137
2021
Q4 		$378K Buy
6,769
+47
+0.7% +$2.54K 0.16% 138
2021
Q3 		$339K Buy
6,722
+1
+0% +$52 0.16% 142
2021
Q2 		$338K Buy
6,721
+188
+3% +$9.23K 0.16% 139
2021
Q1 		$305K Buy
6,533
+337
+5% +$15.3K 0.16% 146
2020
Q4 		$272K Buy
6,196
+113
+2% +$4.71K 0.14% 153
2020
Q3 		$239K Buy
6,083
+249
+4% +$9.7K 0.14% 153
2020
Q2 		$211K Buy
+5,834
New +$201K 0.14% 151
2020
Q1 		– Sell
-5,370
Closed -$203K – 397
2019
Q4 		$203K Buy
+5,370
New +$194K 0.11% 163

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

TFG Advisers's SPYM Position: Q2 2025 in Review

TFG Advisers increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.4% in Q2 2025, buying an estimated $65.4K and bringing the position to 19,103 shares worth $1.39M. The position accounts for 0.48% of the portfolio, ranked #63.

TFG Advisers first reported a position in SPYM in Q4 2019 and has held it in 22 quarters since. 1,370 funds tracked by Wall St. Rank hold SPYM as of Q2 2025.

  • TFG Advisers held 19,103 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.39M as of Q2 2025.
  • TFG Advisers bought 973 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2025, an estimated $65.4K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.48% of TFG Advisers's portfolio in Q2 2025, its #63 holding.
  • TFG Advisers first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 22 quarters since.
  • 1,370 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.