WBC
SPYM

West Branch Capital’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

West Branch Capital’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
Q1 		– Sell
-597
Closed -$41.2K – 570
2024
Q4 		$41.2K Buy
+597
New +$41.4K 0.01% 164

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

West Branch Capital's SPYM Position: Q1 2025 in Review

West Branch Capital sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2025, closing a stake of 597 shares — an estimated $41.2K sold.

West Branch Capital first reported a position in SPYM in Q4 2024 and held it in 1 quarter. The position peaked at $41.2K in Q4 2024. 1,290 funds tracked by Wall St. Rank hold SPYM as of Q1 2025.

  • West Branch Capital reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
  • West Branch Capital sold 597 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2025, an estimated $41.2K.
  • West Branch Capital first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and held it in 1 quarter.
  • West Branch Capital's State Street SPDR Portfolio S&P 500 ETF position peaked at $41.2K in Q4 2024.
  • 1,290 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2025.

Based on West Branch Capital's 13F filing for Q1 2025, filed 16 Apr 2025.