360 Financial’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

360 Financial’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	$1.08M	Sell	14,047 -2,826	-17%	-$226K	0.32%	32
2025 Q4	$1.35M	Buy	16,873 +563	+3%	+$44.8K	0.41%	28
2025 Q3	$1.28M	Sell	16,310 -246	-1%	-$18.6K	0.41%	29
2025 Q2	$1.2M	Buy	16,556 +614	+4%	+$41.3K	0.38%	33
2025 Q1	$1.05M	Sell	15,942 -27	-0.2%	-$1.87K	0.38%	33
2024 Q4	$1.1M	Buy	15,969 +566	+4%	+$39.2K	0.4%	33
2024 Q3	$1.04M	Buy	15,403 +387	+3%	+$25.2K	0.38%	31
2024 Q2	$961K	Buy	15,016 +3,974	+36%	+$245K	0.36%	31
2024 Q1	$679K	Buy	11,042 +3,805	+53%	+$223K	0.26%	35
2023 Q4	$405K	Buy	+7,237	New	+$379K	0.18%	56

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

360 Financial's SPYM Position: Q1 2026 in Review

360 Financial reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 17% in Q1 2026, selling an estimated $226K and leaving 14,047 shares worth $1.08M. The position accounts for 0.32% of the portfolio, ranked #32.

360 Financial first reported a position in SPYM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.35M in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

360 Financial held 14,047 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.08M as of Q1 2026.
360 Financial sold 2,826 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $226K.
State Street SPDR Portfolio S&P 500 ETF made up 0.32% of 360 Financial's portfolio in Q1 2026, its #32 holding.
360 Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
360 Financial's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.35M 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 360 Financial's 13F filing for Q1 2026, filed 7 May 2026.