Aspiriant LLC’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Aspiriant LLC’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	$585K	Sell	7,647 -776	-9%	-$62.1K	0.02%	200
2025 Q4	$676K	Buy	8,423 +2,727	+48%	+$217K	0.02%	189
2025 Q3	$446K	Buy	5,696 +1,442	+34%	+$109K	0.01%	209
2025 Q2	$309K	Buy	4,254 +109	+3%	+$7.33K	0.01%	248
2025 Q1	$273K	Buy	+4,145	New	+$287K	0.01%	247

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

Aspiriant LLC's SPYM Position: Q1 2026 in Review

Aspiriant LLC reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 9.2% in Q1 2026, selling an estimated $62.1K and leaving 7,647 shares worth $585K. The position accounts for 0.02% of the portfolio, ranked #200.

Aspiriant LLC first reported a position in SPYM in Q1 2025 and has held it in 5 quarters since. The position peaked at $676K in Q4 2025. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Aspiriant LLC held 7,647 shares of State Street SPDR Portfolio S&P 500 ETF worth $585K as of Q1 2026.
Aspiriant LLC sold 776 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $62.1K.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Aspiriant LLC's portfolio in Q1 2026, its #200 holding.
Aspiriant LLC first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and has held it in 5 quarters since.
Aspiriant LLC's State Street SPDR Portfolio S&P 500 ETF position peaked at $676K in Q4 2025.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.