AG
SPYM

AlTi Global’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

AlTi Global’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 		– Sell
-7,131
Closed -$572K – 472
2025
Q4 		$572K Sell
7,131
-1,937
-21% -$154K 0.01% 295
2025
Q3 		$710K Sell
9,068
-2,846
-24% -$215K 0.02% 278
2025
Q2 		$866K Buy
11,914
+6
+0.1% +$403 0.02% 250
2025
Q1 		$783K Buy
11,908
+8
+0.1% +$553 0.02% 236
2024
Q4 		$820K Buy
11,900
+9
+0.1% +$624 0.02% 235
2024
Q3 		$803K Buy
11,891
+7
+0.1% +$455 0.02% 230
2024
Q2 		$761K Buy
11,884
+7
+0.1% +$431 0.02% 226
2024
Q1 		$731K Sell
11,877
-168
-1% -$9.84K 0.02% 219
2023
Q4 		$673K Buy
+12,045
New +$631K 0.02% 215

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

AlTi Global's SPYM Position: Q1 2026 in Review

AlTi Global sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2026, closing a stake of 7,131 shares — an estimated $572K sold.

AlTi Global first reported a position in SPYM in Q4 2023 and held it in 9 quarters. The position peaked at $866K in Q2 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • AlTi Global reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • AlTi Global sold 7,131 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $572K.
  • AlTi Global first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and held it in 9 quarters.
  • AlTi Global's State Street SPDR Portfolio S&P 500 ETF position peaked at $866K in Q2 2025.
  • 1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.