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☆SPYM

87 in-universe funds with a nonzero position in SPYM within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#26
Score / z0.589 / 3.96
Consensus29.26 over 64 funds
Momentumno 12m return

Price & positioning

251 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 2,072.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 739.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 528.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 241.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 223.3 7.5% 2 +0.3 pp +7.5 pp +7.5 pp +7.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 128.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 88.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 67.9 10.6% 2 -0.5 pp +10.6 pp +10.6 pp +10.6 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 40.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 38.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 37.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Revere Asset Management, Inc CIK 0001849529 0.214 37 36.3 39.1% 2 -5.4 pp +39.1 pp +39.1 pp +39.1 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 26.2 3.5% 2 +3.0 pp +3.5 pp +3.5 pp +3.5 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 25.8 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 25.5 18.4% 1 +18.4 pp +18.4 pp +18.4 pp +18.4 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 22.2 14.6% 1 +14.6 pp +14.6 pp +14.6 pp +14.6 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 20.9 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 19.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 18.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 18.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ARRIEN INVESTMENTS, INC. CIK 0002052048 0.745 44 18.0 12.9% 1 +12.9 pp +12.9 pp +12.9 pp +12.9 pp
☆Kagan Cocozza Asset Management CIK 0002064489 0.602 67 17.1 14.0% 1 +14.0 pp +14.0 pp +14.0 pp +14.0 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 16.8 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
☆Legacy Advisory Services, LLC CIK 0002068847 0.633 54 16.6 14.1% 2 -3.8 pp +14.1 pp +14.1 pp +14.1 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 14.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 11.6 6.8% 2 -1.0 pp +6.8 pp +6.8 pp +6.8 pp
☆Keystone Financial Services, LLC CIK 0002046033 0.558 61 11.1 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 10.9 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 9.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 9.6 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
☆Delta Wealth Advisors LLC CIK 0001970701 0.505 46 8.6 7.8% 2 -0.4 pp +7.8 pp +7.8 pp +7.8 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 8.5 5.0% 2 +4.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 8.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 7.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 6.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 6.7 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Cooper Capital Advisors LLC CIK 0001957878 0.142 41 6.2 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 5.4 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 4.4 3.2% 2 -0.8 pp +3.2 pp +3.2 pp +3.2 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 4.2 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 2.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 2.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plan A Wealth LLC CIK 0002093645 0.506 194 2.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 2.0 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Frisco Financial Planning LLC CIK 0002133972 0.753 29 1.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 1.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 1.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 1.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 0.9 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆SFM, LLC CIK 0002064225 0.427 69 0.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reliant Investment Partners, LLC CIK 0002069207 0.225 126 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Smith Asset Management Co., LLC CIK 0002068217 0.252 70 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MRWM Advisors, LLC CIK 0001732949 0.327 80 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just SPYM). Qtrs Held counts distinct quarters this fund has actually held SPYM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPYM position size. Δ columns are the percentage-point change in SPYM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status