Daffy Charitable Fund’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Daffy Charitable Fund’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	$345K	Buy	+5,001	New	+$347K	0.19%	27

Other funds holding SPYM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Daffy Charitable Fund's SPYM Position: Q4 2024 in Review

Daffy Charitable Fund opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2024: 5,001 shares worth $345K. The stake represents 0.19% of the portfolio and ranks #27 among its holdings.

1,260 funds tracked by Wall St. Rank hold SPYM as of Q4 2024.

Daffy Charitable Fund held 5,001 shares of State Street SPDR Portfolio S&P 500 ETF worth $345K as of Q4 2024.
State Street SPDR Portfolio S&P 500 ETF was a new Daffy Charitable Fund position in Q4 2024.
State Street SPDR Portfolio S&P 500 ETF made up 0.19% of Daffy Charitable Fund's portfolio in Q4 2024, its #27 holding.
1,260 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2024.

Based on Daffy Charitable Fund's 13F filing for Q4 2024, filed 10 Nov 2026.