1900 Wealth Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

1900 Wealth Management’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
2026 Q1	$461M	Buy	6,025,725 +73,872	+1%	+$5.91M	29.61%	1
2025 Q4	$477M	Buy	5,951,853 +303,212	+5%	+$24.1M	30.62%	1
2025 Q3	$443M	Buy	5,648,641 +330,746	+6%	+$24.9M	29.99%	1
2025 Q2	$387M	Buy	5,317,895 +192,047	+4%	+$12.9M	29.23%	1
2025 Q1	$337M	Buy	5,125,848 +421,721	+9%	+$29.2M	28.03%	1
2024 Q4	$325M	Buy	4,704,127 +213,820	+5%	+$14.8M	27.29%	1
2024 Q3	$303M	Buy	4,490,307 +345,188	+8%	+$22.4M	25.99%	1
2024 Q2	$265M	Buy	4,145,119 +753,943	+22%	+$46.4M	24.81%	1
2024 Q1	$209M	Buy	3,391,176 +958,524	+39%	+$56.1M	19.02%	1
2023 Q4	$136M	Buy	2,432,652 +2,303,056	+1,777%	+$121M	12.48%	1
2023 Q3	$6.51M	Buy	129,596 +121,304	+1,463%	+$6.35M	0.65%	41
2023 Q2	$432K	Buy	+8,292	New	+$409K	0.04%	170

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

1900 Wealth Management's SPYM Position: Q1 2026 in Review

1900 Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.2% in Q1 2026, buying an estimated $5.91M and bringing the position to 6,025,725 shares worth $461M. The position accounts for 29.61% of the portfolio, ranked #1.

1900 Wealth Management first reported a position in SPYM in Q2 2023 and has held it in 12 quarters since. The position peaked at $477M in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

1900 Wealth Management held 6,025,725 shares of State Street SPDR Portfolio S&P 500 ETF worth $461M as of Q1 2026.
1900 Wealth Management bought 73,872 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $5.91M.
State Street SPDR Portfolio S&P 500 ETF made up 29.61% of 1900 Wealth Management's portfolio in Q1 2026, its #1 holding.
1900 Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 12 quarters since.
1900 Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $477M in Q4 2025.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on 1900 Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.