AIS
SPYM

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

American Investment Services’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 		$2.47M Sell
32,300
-775
-2% -$62K 0.55% 43
2025
Q4 		$2.65M Sell
33,075
-3,881
-11% -$309K 0.62% 42
2025
Q3 		$2.9M Sell
36,956
-482
-1% -$36.4K 0.7% 38
2025
Q2 		$2.72M Sell
37,438
-866
-2% -$58.2K 0.69% 38
2025
Q1 		$2.52M Sell
38,304
-1,439
-4% -$99.5K 0.44% 54
2024
Q4 		$2.74M Sell
39,743
-969
-2% -$67.2K 0.48% 49
2024
Q3 		$2.75M Sell
40,712
-1,639
-4% -$107K 0.46% 48
2024
Q2 		$2.71M Sell
42,351
-440
-1% -$27.1K 0.48% 47
2024
Q1 		$2.63M Sell
42,791
-2,181
-5% -$128K 0.47% 50
2023
Q4 		$2.51M Buy
44,972
+43
+0.1% +$2.25K 0.47% 50
2023
Q3 		$2.26M Sell
44,929
-1,059
-2% -$55.4K 0.48% 47
2023
Q2 		$2.4M Sell
45,988
-2,966
-6% -$146K 0.49% 46
2023
Q1 		$2.2M Hold
48,954
– – 0.45% 49
2022
Q4 		$2.2M Buy
48,954
+3,352
+7% +$151K 0.45% 49
2022
Q3 		$1.92M Buy
45,602
+2,884
+7% +$135K 0.46% 46
2022
Q2 		$1.89M Buy
42,718
+535
+1% +$25.8K 0.43% 44
2022
Q1 		$2.24M Buy
42,183
+360
+0.9% +$18.9K 0.49% 39
2021
Q4 		$2.33M Sell
41,823
-1,895
-4% -$102K 0.51% 40
2021
Q3 		$2.21M Buy
43,718
+684
+2% +$35.5K 0.5% 43
2021
Q2 		$2.17M Sell
43,034
-715
-2% -$35.1K 0.5% 42
2021
Q1 		$2.04M Sell
43,749
-199
-0.5% -$9.02K 0.55% 40
2020
Q4 		$1.93M Sell
43,948
-949
-2% -$39.6K 0.59% 36
2020
Q3 		$1.77M Buy
44,897
+4,545
+11% +$177K 0.59% 34
2020
Q2 		$1.46M Buy
40,352
+13,969
+53% +$480K 0.51% 31
2020
Q1 		$798K Buy
26,383
+7,124
+37% +$256K 0.31% 62
2019
Q4 		$728K Buy
19,259
+4,318
+29% +$156K 0.22% 80
2019
Q3 		$521K Buy
14,941
+4,565
+44% +$159K 0.16% 89
2019
Q2 		$358K Buy
10,376
+1,296
+14% +$43.9K 0.11% 105
2019
Q1 		$302K Buy
9,080
+770
+9% +$24.6K 0.1% 108
2018
Q4 		$243K Buy
+8,310
New +$262K 0.09% 106

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

American Investment Services's SPYM Position: Q1 2026 in Review

American Investment Services reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.3% in Q1 2026, selling an estimated $62K and leaving 32,300 shares worth $2.47M. The position accounts for 0.55% of the portfolio, ranked #43.

American Investment Services first reported a position in SPYM in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.9M in Q3 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • American Investment Services held 32,300 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.47M as of Q1 2026.
  • American Investment Services sold 775 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $62K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.55% of American Investment Services's portfolio in Q1 2026, its #43 holding.
  • American Investment Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2018 and has held it in 30 quarters since.
  • American Investment Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.9M in Q3 2025.
  • 1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on American Investment Services's 13F filing for Q1 2026, filed 13 May 2026.