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

Atlantic Private Wealth’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	$20.7K	Buy	271 +1	+0.4%	+$80	0.01%	172
2025 Q4	$21.7K	Buy	270 +1	+0.4%	+$80	0.01%	166
2025 Q3	$21.1K	Buy	269 +1	+0.4%	+$75	0.01%	152
2025 Q2	$19.5K	Hold	268	–	–	0.01%	154
2025 Q1	$17.6K	Buy	268 +1	+0.4%	+$69	0.01%	163
2024 Q4	$18.4K	Buy	267 +2	+0.8%	+$139	0.01%	145
2024 Q3	$17.9K	Hold	265	–	–	0.01%	139
2024 Q2	$17K	Buy	265 +1	+0.4%	+$62	0.01%	78
2024 Q1	$16.2K	Buy	264 +1	+0.4%	+$59	0.01%	80
2023 Q4	$14.7K	Buy	263 +1	+0.4%	+$52	0.01%	80
2023 Q3	$13.2K	Buy	262 +1	+0.4%	+$52	0.01%	77
2023 Q2	$13.6K	Buy	+261	New	+$12.9K	0.01%	77

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

Atlantic Private Wealth's SPYM Position: Q1 2026 in Review

Atlantic Private Wealth increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.37% in Q1 2026, buying an estimated $80 and bringing the position to 271 shares worth $20.7K. The position accounts for 0.01% of the portfolio, ranked #172.

Atlantic Private Wealth first reported a position in SPYM in Q2 2023 and has held it in 12 quarters since. The position peaked at $21.7K in Q4 2025. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Atlantic Private Wealth held 271 shares of State Street SPDR Portfolio S&P 500 ETF worth $20.7K as of Q1 2026.
Atlantic Private Wealth bought 1 State Street SPDR Portfolio S&P 500 ETF share in Q1 2026, an estimated $80.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Atlantic Private Wealth's portfolio in Q1 2026, its #172 holding.
Atlantic Private Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 12 quarters since.
Atlantic Private Wealth's State Street SPDR Portfolio S&P 500 ETF position peaked at $21.7K 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 Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.