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

Ancora 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	$328K	Sell	4,282 -1,056	-20%	-$84.5K	0.01%	604
2025 Q4	$428K	Buy	+5,338	New	+$425K	0.01%	580
2025 Q3	–	Sell	-2,316	Closed	-$168K	–	2051
2025 Q2	$168K	Buy	2,316 +995	+75%	+$66.9K	﹤0.01%	762
2025 Q1	$86.9K	Sell	1,321 -560	-30%	-$38.7K	﹤0.01%	896
2024 Q4	$130K	Buy	1,881 +362	+24%	+$25.1K	﹤0.01%	810
2024 Q3	$103K	Buy	1,519 +396	+35%	+$25.8K	﹤0.01%	814
2024 Q2	$71.9K	Hold	1,123	–	–	﹤0.01%	871
2024 Q1	$69.1K	Buy	1,123 +689	+159%	+$40.4K	﹤0.01%	882
2023 Q4	$24.3K	Sell	434 -6,521	-94%	-$342K	﹤0.01%	1128
2023 Q3	$350K	Buy	6,955 +6,551	+1,622%	+$343K	0.01%	543
2023 Q2	$21.1K	Hold	404	–	–	﹤0.01%	1123
2023 Q1	$19.5K	Hold	404	–	–	﹤0.01%	1139
2022 Q4	$18K	Hold	404	–	–	﹤0.01%	1215
2022 Q3	$17K	Hold	404	–	–	﹤0.01%	1384
2022 Q2	$18K	Hold	404	–	–	﹤0.01%	1473
2022 Q1	$21K	Buy	+404	New	+$21.2K	﹤0.01%	1539
2021 Q2	–	Sell	-16	Closed	-$1K	–	2003
2021 Q1	$1K	Sell	16 -3	-16%	-$136	﹤0.01%	1696
2020 Q4	$1K	Buy	+19	New	+$792	﹤0.01%	1430

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

Ancora Advisors's SPYM Position: Q1 2026 in Review

Ancora Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 20% in Q1 2026, selling an estimated $84.5K and leaving 4,282 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #604.

Ancora Advisors first reported a position in SPYM in Q4 2020 and has held it in 18 quarters since. The position peaked at $428K in Q4 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Ancora Advisors held 4,282 shares of State Street SPDR Portfolio S&P 500 ETF worth $328K as of Q1 2026.
Ancora Advisors sold 1,056 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $84.5K.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Ancora Advisors's portfolio in Q1 2026, its #604 holding.
Ancora Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 18 quarters since.
Ancora Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $428K in Q4 2025.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.