AWS
SPYM

Aspen Wealth Strategies’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Aspen Wealth Strategies’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 		$2.49M Buy
32,549
+2,237
+7% +$179K 1.33% 17
2025
Q4 		$2.43M Buy
30,312
+27,554
+999% +$2.19M 1.33% 19
2025
Q3 		$216K Buy
+2,758
New +$208K 0.12% 84

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

Aspen Wealth Strategies's SPYM Position: Q1 2026 in Review

Aspen Wealth Strategies increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 7.4% in Q1 2026, buying an estimated $179K and bringing the position to 32,549 shares worth $2.49M. The position accounts for 1.33% of the portfolio, ranked #17.

Aspen Wealth Strategies first reported a position in SPYM in Q3 2025 and has held it in 3 quarters since. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Aspen Wealth Strategies held 32,549 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.49M as of Q1 2026.
  • Aspen Wealth Strategies bought 2,237 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $179K.
  • State Street SPDR Portfolio S&P 500 ETF made up 1.33% of Aspen Wealth Strategies's portfolio in Q1 2026, its #17 holding.
  • Aspen Wealth Strategies first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.