Tucker Asset Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Tucker Asset Management’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 Q4	$97.3K	Buy	1,213 +165	+16%	+$13.1K	0.03%	196
2025 Q3	$82.1K	Sell	1,048 -150	-13%	-$11.3K	0.02%	164
2025 Q2	$87.1K	Hold	1,198	–	–	0.03%	142
2025 Q1	$78.8K	Buy	1,198 +18	+2%	+$1.25K	0.03%	149
2024 Q4	$81.3K	Buy	1,180 +1,004	+570%	+$69.6K	0.01%	274
2024 Q3	$11.9K	Sell	176 -90	-34%	-$5.85K	﹤0.01%	652
2024 Q2	$17K	Hold	266	–	–	﹤0.01%	680
2024 Q1	$16.4K	Sell	266 -21	-7%	-$1.23K	﹤0.01%	725
2023 Q4	$16K	Buy	287 +21	+8%	+$1.1K	﹤0.01%	592
2023 Q3	$13.4K	Hold	266	–	–	﹤0.01%	589
2023 Q2	$13.9K	Sell	266 -55	-17%	-$2.71K	﹤0.01%	454
2023 Q1	$15.5K	Buy	321 +11	+4%	+$516	﹤0.01%	468
2022 Q4	$14K	Sell	310 -1,532	-83%	-$69.2K	﹤0.01%	297
2022 Q3	$83.7K	Buy	1,842 +1,532	+494%	+$71.5K	0.03%	92
2022 Q2	$13.7K	Hold	310	–	–	﹤0.01%	208
2022 Q1	$16.5K	Sell	310 -2,130	-87%	-$112K	0.01%	174
2021 Q4	$137K	Hold	2,440	–	–	0.04%	33
2021 Q3	$132K	Hold	2,440	–	–	0.05%	31
2021 Q2	$123K	Sell	2,440 -2,570	-51%	-$126K	0.06%	27
2021 Q1	$234K	Sell	5,010 -1,726	-26%	-$78.3K	0.12%	25
2020 Q4	$296K	Buy	+6,736	New	+$281K	0.18%	20

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tucker Asset Management's SPYM Position: Q4 2025 in Review

Tucker Asset Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 16% in Q4 2025, buying an estimated $13.1K and bringing the position to 1,213 shares worth $97.3K. The position accounts for 0.03% of the portfolio, ranked #196.

Tucker Asset Management first reported a position in SPYM in Q4 2020 and has held it in 21 quarters since. The position peaked at $296K in Q4 2020. 1,589 funds tracked by Wall St. Rank hold SPYM as of Q4 2025.

Tucker Asset Management held 1,213 shares of State Street SPDR Portfolio S&P 500 ETF worth $97.3K as of Q4 2025.
Tucker Asset Management bought 165 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2025, an estimated $13.1K.
State Street SPDR Portfolio S&P 500 ETF made up 0.03% of Tucker Asset Management's portfolio in Q4 2025, its #196 holding.
Tucker Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 21 quarters since.
Tucker Asset Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $296K in Q4 2020.
1,589 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.