Win Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Win Advisors’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	–	Sell	-159,544	Closed	-$10.5M	–	78
2025 Q1	$10.5M	Buy	+159,544	New	+$11M	5.39%	5
2024 Q3	–	Sell	-63,340	Closed	-$4.05M	–	81
2024 Q2	$4.05M	Sell	63,340 -112,264	-64%	-$6.91M	1.81%	18
2024 Q1	$10.8M	Sell	175,604 -30,795	-15%	-$1.8M	4.76%	12
2023 Q4	$11.5M	Buy	+206,399	New	+$10.8M	5.23%	7
2023 Q2	–	Sell	-56,105	Closed	-$2.7M	–	52
2023 Q1	$2.7M	Buy	56,105 +55,252	+6,477%	+$2.59M	1.07%	14
2022 Q4	$38.4K	Hold	853	–	–	0.01%	55
2022 Q3	$36K	Hold	853	–	–	0.01%	31
2022 Q2	$38K	Sell	853 -2,049	-71%	-$98.7K	0.07%	51
2022 Q1	$154K	Sell	2,902 -196,503	-99%	-$10.3M	0.04%	70
2021 Q4	$11.1M	Buy	+199,405	New	+$10.8M	2.55%	16

Other funds holding SPYM

Betterment LLC New York $52.8B AUM 15.34% 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

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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Win Advisors's SPYM Position: Q2 2025 in Review

Win Advisors sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2025, closing a stake of 159,544 shares — an estimated $10.5M sold.

Win Advisors first reported a position in SPYM in Q4 2021 and held it in 10 quarters. The position peaked at $11.5M in Q4 2023. 1,370 funds tracked by Wall St. Rank hold SPYM as of Q2 2025.

Win Advisors reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
Win Advisors sold 159,544 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2025, an estimated $10.5M.
Win Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and held it in 10 quarters.
Win Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $11.5M in Q4 2023.
1,370 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2025.

Based on Win Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.