VBA
SPYM

von Borstel & Associates’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

von Borstel & Associates’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 		– Sell
-6,357
Closed -$509K – 147
2025
Q3 		$509K Buy
+6,357
New +$480K 0.08% 93

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

von Borstel & Associates's SPYM Position: Q4 2025 in Review

von Borstel & Associates sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2025, closing a stake of 6,357 shares — an estimated $509K sold.

von Borstel & Associates first reported a position in SPYM in Q3 2025 and held it in 1 quarter. The position peaked at $509K in Q3 2025. 1,591 funds tracked by Wall St. Rank hold SPYM as of Q4 2025.

  • von Borstel & Associates reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
  • von Borstel & Associates sold 6,357 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2025, an estimated $509K.
  • von Borstel & Associates first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and held it in 1 quarter.
  • von Borstel & Associates's State Street SPDR Portfolio S&P 500 ETF position peaked at $509K in Q3 2025.
  • 1,591 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2025.

Based on von Borstel & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.