WF
SPYM

Welch & Forbes’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Welch & Forbes’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
2026
Q1 		– Sell
-2,786
Closed -$223K – 378
2025
Q4 		$223K Buy
2,786
+11
+0.4% +$875 ﹤0.01% 359
2025
Q3 		$217K Sell
2,775
-1,500
-35% -$113K ﹤0.01% 367
2025
Q2 		$311K Hold
4,275
– – ﹤0.01% 321
2025
Q1 		$281K Sell
4,275
-200
-4% -$13.8K ﹤0.01% 326
2024
Q4 		$309K Buy
4,475
+256
+6% +$17.7K ﹤0.01% 324
2024
Q3 		$285K Buy
+4,219
New +$274K ﹤0.01% 337

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return