AJ Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

AJ Advisors’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	$355K	Sell	4,637 -411	-8%	-$32.9K	0.13%	26
2025 Q4	$405K	Sell	5,048 -522	-9%	-$41.5K	0.15%	28
2025 Q3	$436K	Sell	5,570 -22	-0.4%	-$1.66K	0.18%	28
2025 Q2	$406K	Sell	5,592 -2,153	-28%	-$145K	0.18%	29
2025 Q1	$509K	Buy	7,745 +231	+3%	+$16K	0.26%	21
2024 Q4	$518K	Sell	7,514 -103	-1%	-$7.14K	0.27%	19
2024 Q3	$514K	Sell	7,617 -93	-1%	-$6.05K	0.26%	22
2024 Q2	$493K	Sell	7,710 -2,931	-28%	-$180K	0.27%	21
2024 Q1	$655K	Sell	10,641 -1,146	-10%	-$67.1K	0.36%	21
2023 Q4	$659K	Buy	11,787 +421	+4%	+$22.1K	0.41%	19
2023 Q3	$571K	Buy	11,366 +2	+0%	+$105	0.43%	16
2023 Q2	$592K	Buy	11,364 +447	+4%	+$22.1K	0.41%	18
2023 Q1	$526K	Buy	10,917 +1,144	+12%	+$53.7K	0.39%	18
2022 Q4	$440K	Buy	+9,773	New	+$442K	0.35%	20

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

AJ Advisors's SPYM Position: Q1 2026 in Review

AJ Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 8.1% in Q1 2026, selling an estimated $32.9K and leaving 4,637 shares worth $355K. The position accounts for 0.13% of the portfolio, ranked #26.

AJ Advisors first reported a position in SPYM in Q4 2022 and has held it in 14 quarters since. The position peaked at $659K in Q4 2023. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

AJ Advisors held 4,637 shares of State Street SPDR Portfolio S&P 500 ETF worth $355K as of Q1 2026.
AJ Advisors sold 411 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $32.9K.
State Street SPDR Portfolio S&P 500 ETF made up 0.13% of AJ Advisors's portfolio in Q1 2026, its #26 holding.
AJ Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
AJ Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $659K in Q4 2023.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on AJ Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.