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

Apriem 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	–	Sell	-4,041	Closed	-$324K	–	202
2025 Q4	$324K	Sell	4,041 -593	-13%	-$47.2K	0.03%	143
2025 Q3	$363K	Sell	4,634 -16	-0.3%	-$1.21K	0.03%	139
2025 Q2	$338K	Sell	4,650 -164	-3%	-$11K	0.04%	139
2025 Q1	$317K	Sell	4,814 -455	-9%	-$31.5K	0.04%	138
2024 Q4	$363K	Hold	5,269	–	–	0.04%	127
2024 Q3	$356K	Hold	5,269	–	–	0.04%	122
2024 Q2	$337K	Sell	5,269 -345	-6%	-$21.2K	0.04%	127
2024 Q1	$345K	Sell	5,614 -2,690	-32%	-$158K	0.04%	129
2023 Q4	$464K	Sell	8,304 -107,153	-93%	-$5.61M	0.06%	103
2023 Q3	$5.8M	Sell	115,457 -1,962	-2%	-$103K	0.85%	29
2023 Q2	$6.12M	Sell	117,419 -975	-0.8%	-$48.1K	0.92%	29
2023 Q1	$5.7M	Buy	+118,394	New	+$5.55M	0.91%	28

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

Apriem Advisors's SPYM Position: Q1 2026 in Review

Apriem Advisors sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2026, closing a stake of 4,041 shares — an estimated $324K sold.

Apriem Advisors first reported a position in SPYM in Q1 2023 and held it in 12 quarters. The position peaked at $6.12M in Q2 2023. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Apriem Advisors reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
Apriem Advisors sold 4,041 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $324K.
Apriem Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and held it in 12 quarters.
Apriem Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $6.12M in Q2 2023.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

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