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

Advance Capital 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	$403M	Sell	5,268,562 -925,712	-15%	-$74M	15.28%	3
2025 Q4	$497M	Sell	6,194,274 -1,390,160	-18%	-$111M	21.07%	1
2025 Q3	$594M	Sell	7,584,434 -445,336	-6%	-$33.6M	25.78%	1
2025 Q2	$584M	Sell	8,029,770 -2,210,193	-22%	-$149M	26.46%	1
2025 Q1	$673M	Sell	10,239,963 -1,986,458	-16%	-$137M	32.21%	1
2024 Q4	$843M	Sell	12,226,421 -320,348	-3%	-$22.2M	38.59%	1
2024 Q3	$847M	Sell	12,546,769 -1,022,998	-8%	-$66.5M	37.52%	1
2024 Q2	$868M	Buy	13,569,767 +402,001	+3%	+$24.7M	41.1%	1
2024 Q1	$810M	Buy	13,167,766 +7,210,793	+121%	+$422M	56.12%	1
2023 Q4	$333M	Buy	5,956,973 +3,975,462	+201%	+$208M	26.31%	1
2023 Q3	$99.6M	Buy	1,981,511 +1,090,232	+122%	+$57M	9.21%	4
2023 Q2	$46.4M	Buy	891,279 +86,083	+11%	+$4.25M	5.27%	4
2023 Q1	$38.8M	Buy	805,196 +10,393	+1%	+$488K	6.9%	4
2022 Q4	$35.8M	Buy	794,803 +46,510	+6%	+$2.1M	4.73%	6
2022 Q3	$31.4M	Buy	748,293 +5,922	+0.8%	+$277K	3.84%	6
2022 Q2	$32.9M	Buy	742,371 +7,829	+1%	+$377K	3.94%	6
2022 Q1	$39M	Sell	734,542 -222,674	-23%	-$11.7M	4.74%	4
2021 Q4	$53.4M	Buy	+957,216	New	+$51.7M	10.94%	2

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

Advance Capital Management's SPYM Position: Q1 2026 in Review

Advance Capital Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 15% in Q1 2026, selling an estimated $74M and leaving 5,268,562 shares worth $403M. The position accounts for 15.28% of the portfolio, ranked #3.

Advance Capital Management first reported a position in SPYM in Q4 2021 and has held it in 18 quarters since. The position peaked at $868M in Q2 2024. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Advance Capital Management held 5,268,562 shares of State Street SPDR Portfolio S&P 500 ETF worth $403M as of Q1 2026.
Advance Capital Management sold 925,712 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $74M.
State Street SPDR Portfolio S&P 500 ETF made up 15.28% of Advance Capital Management's portfolio in Q1 2026, its #3 holding.
Advance Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
Advance Capital Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $868M in Q2 2024.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.