SPY built its reputation tracking the S&P 500 for over three decades, but a lesser-known rival now holds a structural and cost advantage that quietly compounds against long-term SPY holders every single year.
The S&P 500 has closed at a new record high some 25 times this year, the most recent taking place just last week.
If you're interested in broad exposure to the Large Cap Blend segment of the US equity market, look no further than the State Street SPDR Portfolio S&P 500 ETF (SPYM), a passively managed exchange traded fund launched on November 8, 2005.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 838,885 | $54.22M | $73.74M | $19.52M | 35.99% |
Curtis Ellergodt Rothschild Investment LLC | 820 | $52,651.94 | $72,078 | $19,426.06 | 36.9% |
| BN Beth Nauman UNIVEST FINANCIAL Corp. | 1.83M | $125.56M | $166.87M | $41.32M | 32.91% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 1.47M | $128.92M | $133.51M | $4.59M | 3.56% |
| PEP Philip E. Passafiume Protective Life Corp | 7,326 | $560,732.04 | $669,523.14 | $108,791.1 | 19.4% |
| NASDAQ (NMS) Exchange | US Country |