Arrowroot Family Office’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Arrowroot Family Office’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	$294K	Sell	3,843 -1,427	-27%	-$114K	0.1%	131
2025 Q4	$423K	Sell	5,270 -142	-3%	-$11.3K	0.15%	98
2025 Q3	$424K	Sell	5,412 -1	-0%	-$75	0.17%	93
2025 Q2	$393K	Buy	+5,413	New	+$364K	0.18%	95
2024 Q4	$380K	Sell	5,519 -1	-0%	-$69	0.2%	93
2024 Q3	$373K	Hold	5,520	–	–	0.22%	90
2024 Q2	$353K	Sell	5,520 -4	-0.1%	-$246	0.23%	90
2024 Q1	$340K	Sell	5,524 -52	-0.9%	-$3.04K	0.22%	94
2023 Q4	$312K	Sell	5,576 -121	-2%	-$6.34K	0.22%	99
2023 Q3	$286K	Sell	5,697 -69	-1%	-$3.61K	0.23%	99
2023 Q2	$300K	Sell	5,766 -3,351	-37%	-$165K	0.23%	100
2023 Q1	$439K	Buy	+9,117	New	+$428K	0.37%	70

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

Arrowroot Family Office's SPYM Position: Q1 2026 in Review

Arrowroot Family Office reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 27% in Q1 2026, selling an estimated $114K and leaving 3,843 shares worth $294K. The position accounts for 0.1% of the portfolio, ranked #131.

Arrowroot Family Office first reported a position in SPYM in Q1 2023 and has held it in 12 quarters since. The position peaked at $439K in Q1 2023. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Arrowroot Family Office held 3,843 shares of State Street SPDR Portfolio S&P 500 ETF worth $294K as of Q1 2026.
Arrowroot Family Office sold 1,427 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $114K.
State Street SPDR Portfolio S&P 500 ETF made up 0.1% of Arrowroot Family Office's portfolio in Q1 2026, its #131 holding.
Arrowroot Family Office first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and has held it in 12 quarters since.
Arrowroot Family Office's State Street SPDR Portfolio S&P 500 ETF position peaked at $439K in Q1 2023.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.