Advisory Services Network’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Advisory Services Network’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	$13.6M	Buy	177,670 +2,890	+2%	+$231K	0.18%	115
2025 Q4	$14M	Buy	174,780 +3,460	+2%	+$275K	0.2%	99
2025 Q3	$13.4M	Sell	171,320 -966	-0.6%	-$72.9K	0.2%	96
2025 Q2	$12.8M	Sell	172,286 -5,723	-3%	-$385K	0.21%	99
2025 Q1	$11.7M	Buy	178,009 +61,525	+53%	+$4.26M	0.22%	89
2024 Q4	$8.03M	Buy	116,484 +68,462	+143%	+$4.75M	0.15%	140
2024 Q3	$3.07M	Hold	48,022	–	–	0.06%	331
2024 Q2	$3.07M	Buy	48,022 +2,093	+5%	+$129K	0.06%	331
2024 Q1	$2.83M	Buy	45,929 +8,383	+22%	+$491K	0.06%	359
2023 Q4	$2.1M	Buy	37,546 +7,299	+24%	+$382K	0.05%	417
2023 Q3	$1.52M	Sell	30,247 -1,773	-6%	-$92.7K	0.04%	501
2023 Q2	$1.67M	Buy	32,020 +9,971	+45%	+$492K	0.04%	469
2023 Q1	$1.06M	Buy	22,049 +6,536	+42%	+$307K	0.03%	596
2022 Q4	$698K	Sell	15,513 -2,871	-16%	-$130K	0.02%	720
2022 Q3	$772K	Buy	18,384 +1,690	+10%	+$78.9K	0.03%	632
2022 Q2	$740K	Sell	16,694 -5,275	-24%	-$254K	0.03%	672
2022 Q1	$1.17M	Buy	21,969 +1,368	+7%	+$71.6K	0.03%	578
2021 Q4	$1.15M	Buy	20,601 +1,361	+7%	+$73.5K	0.03%	564
2021 Q3	$971K	Buy	19,240 +5,244	+37%	+$272K	0.03%	610
2021 Q2	$704K	Sell	13,996 -502	-3%	-$24.6K	0.02%	736
2021 Q1	$676K	Sell	14,498 -222	-2%	-$10.1K	0.03%	710
2020 Q4	$648K	Sell	14,720 -14,437	-50%	-$602K	0.03%	640
2020 Q3	$1.15M	Buy	29,157 +18,387	+171%	+$716K	0.05%	375
2020 Q2	$390K	Buy	10,770 +7,824	+266%	+$269K	0.02%	690
2020 Q1	$89K	Buy	2,946 +1,899	+181%	+$68.1K	0.01%	1126
2019 Q4	$40K	Sell	1,047 -649	-38%	-$23.5K	﹤0.01%	1621
2019 Q3	$59K	Hold	1,696	–	–	﹤0.01%	1294
2019 Q2	$59K	Buy	1,696 +60	+4%	+$2.03K	﹤0.01%	1292
2019 Q1	$54K	Buy	1,636 +180	+12%	+$5.75K	﹤0.01%	1216
2018 Q4	$43K	Hold	1,456	–	–	﹤0.01%	1204
2018 Q3	$50K	Hold	1,456	–	–	﹤0.01%	1232
2018 Q2	$48K	Buy	+1,456	New	+$46.2K	﹤0.01%	1227

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 $424B AUM 22.94% 1-Year Est. Return

Advisory Services Network's SPYM Position: Q1 2026 in Review

Advisory Services Network increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.7% in Q1 2026, buying an estimated $231K and bringing the position to 177,670 shares worth $13.6M. The position accounts for 0.18% of the portfolio, ranked #115.

Advisory Services Network first reported a position in SPYM in Q2 2018 and has held it in 32 quarters since. The position peaked at $14M in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Advisory Services Network held 177,670 shares of State Street SPDR Portfolio S&P 500 ETF worth $13.6M as of Q1 2026.
Advisory Services Network bought 2,890 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $231K.
State Street SPDR Portfolio S&P 500 ETF made up 0.18% of Advisory Services Network's portfolio in Q1 2026, its #115 holding.
Advisory Services Network first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2018 and has held it in 32 quarters since.
Advisory Services Network's State Street SPDR Portfolio S&P 500 ETF position peaked at $14M 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 Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.