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 Q2	$247K	Buy	+2,811	New	+$240K	0.01%	462
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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

AlTi Global's SPYM Position: Q2 2026 in Review

AlTi Global opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 2,811 shares worth $247K. The stake represents 0.01% of the portfolio and ranks #462 among its holdings. This is a return to the name: AlTi Global previously reported a position in SPYM as recently as Q4 2025.

AlTi Global first reported a position in SPYM in Q4 2023 and has held it in 10 quarters since. The position peaked at $866K in Q2 2025. 1,730 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

AlTi Global held 2,811 shares of State Street SPDR Portfolio S&P 500 ETF worth $247K as of Q2 2026.
State Street SPDR Portfolio S&P 500 ETF was a new AlTi Global position in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of AlTi Global's portfolio in Q2 2026, its #462 holding.
AlTi Global first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
AlTi Global's State Street SPDR Portfolio S&P 500 ETF position peaked at $866K in Q2 2025.
1,730 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.