Atomi Financial Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Atomi Financial Group’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	$6.65M	Buy	86,854 +51,333	+145%	+$4.11M	0.2%	93
2025 Q4	$2.85M	Buy	35,521 +959	+3%	+$76.3K	0.08%	178
2025 Q3	$2.71M	Sell	34,562 -7,596	-18%	-$573K	0.09%	160
2025 Q2	$3.06M	Buy	42,158 +10,823	+35%	+$728K	0.12%	134
2025 Q1	$2.06M	Buy	31,335 +212	+0.7%	+$14.7K	0.09%	161
2024 Q4	$2.15M	Sell	31,123 -574	-2%	-$39.8K	0.11%	136
2024 Q3	$2.14M	Sell	31,697 -912	-3%	-$59.3K	0.13%	126
2024 Q2	$2.09M	Buy	32,609 +1,067	+3%	+$65.7K	0.15%	116
2024 Q1	$1.94M	Buy	31,542 +1,817	+6%	+$106K	0.18%	116
2023 Q4	$1.66M	Buy	29,725 +6,150	+26%	+$322K	0.23%	93
2023 Q3	$1.18M	Sell	23,575 -3,740	-14%	-$196K	0.4%	70
2023 Q2	$1.42M	Buy	27,315 +4,832	+21%	+$238K	0.65%	28
2023 Q1	$1.08M	Buy	+22,483	New	+$1.05M	0.6%	39

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 $424B AUM 22.94% 1-Year Est. Return

Atomi Financial Group's SPYM Position: Q1 2026 in Review

Atomi Financial Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 145% in Q1 2026, buying an estimated $4.11M and bringing the position to 86,854 shares worth $6.65M. The position accounts for 0.2% of the portfolio, ranked #93.

Atomi Financial Group first reported a position in SPYM in Q1 2023 and has held it in 13 quarters since. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Atomi Financial Group held 86,854 shares of State Street SPDR Portfolio S&P 500 ETF worth $6.65M as of Q1 2026.
Atomi Financial Group bought 51,333 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $4.11M.
State Street SPDR Portfolio S&P 500 ETF made up 0.2% of Atomi Financial Group's portfolio in Q1 2026, its #93 holding.
Atomi Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and has held it in 13 quarters since.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.