AF
SPYM

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

Aldebaran 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 		$5.26M Buy
68,711
+3,473
+5% +$278K 5% 4
2025
Q4 		$5.27M Buy
65,238
+12,076
+23% +$960K 4.88% 5
2025
Q3 		$4.16M Buy
53,162
+8,202
+18% +$619K 4.17% 8
2025
Q2 		$3.27M Buy
44,960
+901
+2% +$60.6K 3.62% 9
2025
Q1 		$2.9M Buy
44,059
+2,031
+5% +$140K 3.54% 7
2024
Q4 		$2.91M Buy
42,028
+3,873
+10% +$268K 3.4% 7
2024
Q3 		$2.58M Buy
38,155
+4,917
+15% +$320K 3.04% 8
2024
Q2 		$2.13M Buy
33,238
+3,551
+12% +$219K 2.79% 12
2024
Q1 		$1.83M Sell
29,687
-41,910
-59% -$2.45M 2.58% 12
2023
Q4 		$4M Sell
71,597
-778
-1% -$40.8K 5.9% 4
2023
Q3 		$3.64M Buy
72,375
+948
+1% +$49.6K 5.68% 4
2023
Q2 		$3.72M Sell
71,427
-546
-0.8% -$26.9K 5.05% 4
2023
Q1 		$3.47M Sell
71,973
-1,811
-2% -$85K 4.47% 4
2022
Q4 		$3.32M Buy
73,784
+14,019
+23% +$634K 3.57% 4
2022
Q3 		$2.54M Buy
59,765
+416
+0.7% +$19.4K 2.79% 7
2022
Q2 		$2.62M Sell
59,349
-2,640
-4% -$127K 2.77% 8
2022
Q1 		$3.29M Sell
61,989
-634
-1% -$33.2K 2.56% 7
2021
Q4 		$3.5M Buy
62,623
+49,750
+386% +$2.69M 2.58% 7
2021
Q3 		$650K Buy
12,873
+695
+6% +$36K 0.53% 48
2021
Q2 		$615K Buy
12,178
+23
+0.2% +$1.13K 0.51% 47
2021
Q1 		$567K Sell
12,155
-275
-2% -$12.5K 0.5% 47
2020
Q4 		$546K Sell
12,430
-430
-3% -$17.9K 0.51% 47
2020
Q3 		$506K Sell
12,860
-930
-7% -$36.2K 0.53% 48
2020
Q2 		$500K Buy
13,790
+4,802
+53% +$165K 0.59% 50
2020
Q1 		$272K Sell
8,988
-405
-4% -$14.5K 0.27% 76
2019
Q4 		$355K Buy
9,393
+345
+4% +$12.5K 0.27% 76
2019
Q3 		$311K Buy
+9,048
New +$315K 0.21% 81

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Aldebaran Financial's SPYM Position: Q1 2026 in Review

Aldebaran Financial increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.3% in Q1 2026, buying an estimated $278K and bringing the position to 68,711 shares worth $5.26M. The position accounts for 5% of the portfolio, ranked #4.

Aldebaran Financial first reported a position in SPYM in Q3 2019 and has held it in 27 quarters since. The position peaked at $5.27M in Q4 2025. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Aldebaran Financial held 68,711 shares of State Street SPDR Portfolio S&P 500 ETF worth $5.26M as of Q1 2026.
  • Aldebaran Financial bought 3,473 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $278K.
  • State Street SPDR Portfolio S&P 500 ETF made up 5% of Aldebaran Financial's portfolio in Q1 2026, its #4 holding.
  • Aldebaran Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2019 and has held it in 27 quarters since.
  • Aldebaran Financial's State Street SPDR Portfolio S&P 500 ETF position peaked at $5.27M in Q4 2025.
  • 1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Aldebaran Financial's 13F filing for Q1 2026, filed 14 May 2026.