SEC 13F Intelligence

Copperwynd Financial, LLC / SPYM

Copperwynd Financial, LLC’s Spdr Series Trust Position

Does Copperwynd Financial, LLC own Spdr Series Trust (SPYM)? Not currently — the last reported position was 169.8K shares worth $12M in Q4 2024; the fund’s latest 13F (Q2 2025) no longer reports it.

Position Value
$12M
Q4 2024
Shares
169.8K
% of Portfolio
+3.23%
Quarters Held
7
position exited

Position History SPYM

Reported value by quarter
Q1 ’19: $7MQ1 ’19Q2 ’19: $7MQ2 ’19Q4 ’19: $6MQ4 ’19Q2 ’21: $813,000Q2 ’21Q3 ’22: $13MQ3 ’22Q3 ’24: $21MQ3 ’24Q4 ’24: $12MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2024169.8K$12M+3.23%
Q3 2024316.5K$21M+6.43%
Q3 2022312.3K$13M+7.55%
Q2 202116.2K$813,000+0.34%
Q4 2019159.3K$6M+3.19%
Q2 2019203.7K$7M+4.04%
Q1 2019220.3K$7M+4.39%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Copperwynd Financial, LLC’s full portfolio or all institutional holders of SPYM.