WI
SPYM

Wintrust Investments’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Wintrust Investments’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
2024
Q4 		$21K Buy
+313
New +$21.7K 0.02% 389
2024
Q1 		– Sell
-8,209
Closed -$459K – 483
2023
Q4 		$459K Buy
+8,209
New +$430K 0.04% 281
2022
Q4 		– Sell
-6,985
Closed -$293K – 410
2022
Q3 		$293K Sell
6,985
-8,890
-56% -$415K 0.04% 306
2022
Q2 		$704K Buy
+15,875
New +$765K 0.08% 185

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wintrust Investments's SPYM Position: Q4 2024 in Review

Wintrust Investments opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2024: 313 shares worth $21K. The stake represents 0.02% of the portfolio and ranks #389 among its holdings. This is a return to the name: Wintrust Investments previously reported a position in SPYM as recently as Q4 2023.

Wintrust Investments first reported a position in SPYM in Q2 2022 and has held it in 4 quarters since. The position peaked at $704K in Q2 2022. 1,252 funds tracked by Wall St. Rank hold SPYM as of Q4 2024.

  • Wintrust Investments held 313 shares of State Street SPDR Portfolio S&P 500 ETF worth $21K as of Q4 2024.
  • State Street SPDR Portfolio S&P 500 ETF was a new Wintrust Investments position in Q4 2024.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Wintrust Investments's portfolio in Q4 2024, its #389 holding.
  • Wintrust Investments first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2022 and has held it in 4 quarters since.
  • Wintrust Investments's State Street SPDR Portfolio S&P 500 ETF position peaked at $704K in Q2 2022.
  • 1,252 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.