APWA
SPYM

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

Atlas Private Wealth 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 		$22.1M Buy
288,242
+25,230
+10% +$2.02M 5.19% 4
2025
Q4 		$21.1M Buy
263,012
+26,731
+11% +$2.13M 4.93% 4
2025
Q3 		$18.5M Buy
236,281
+117,277
+99% +$8.85M 4.53% 4
2025
Q2 		$8.65M Buy
119,004
+2,789
+2% +$188K 1.11% 24
2025
Q1 		$7.64M Buy
116,215
+71,357
+159% +$4.94M 1.07% 25
2024
Q4 		$3.09M Buy
44,858
+36,422
+432% +$2.52M 0.44% 35
2024
Q3 		$569K Sell
8,436
-173
-2% -$11.3K 0.08% 95
2024
Q2 		$551K Buy
8,609
+4,494
+109% +$277K 0.09% 92
2024
Q1 		$253K Sell
4,115
-9,799
-70% -$574K 0.08% 95
2023
Q4 		$778K Buy
13,914
+3,364
+32% +$176K 0.14% 66
2023
Q3 		$530K Buy
+10,550
New +$552K 0.1% 103

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

Atlas Private Wealth Advisors's SPYM Position: Q1 2026 in Review

Atlas Private Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 9.6% in Q1 2026, buying an estimated $2.02M and bringing the position to 288,242 shares worth $22.1M. The position accounts for 5.19% of the portfolio, ranked #4.

Atlas Private Wealth Advisors first reported a position in SPYM in Q3 2023 and has held it in 11 quarters since. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Atlas Private Wealth Advisors held 288,242 shares of State Street SPDR Portfolio S&P 500 ETF worth $22.1M as of Q1 2026.
  • Atlas Private Wealth Advisors bought 25,230 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $2.02M.
  • State Street SPDR Portfolio S&P 500 ETF made up 5.19% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #4 holding.
  • Atlas Private Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2023 and has held it in 11 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 Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.