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SPYM

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

Ausdal Financial Partners’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 		$24.2M Sell
316,731
-51,060
-14% -$4.08M 1.08% 13
2025
Q4 		$29.5M Buy
367,791
+12,503
+4% +$994K 1.37% 8
2025
Q3 		$27.8M Buy
355,288
+60,241
+20% +$4.54M 1.35% 11
2025
Q2 		$21.4M Sell
295,047
-3,452
-1% -$232K 1.43% 10
2025
Q1 		$19.6M Sell
298,499
-6,907
-2% -$478K 1.48% 8
2024
Q4 		$21.1M Sell
305,406
-3,209
-1% -$222K 1.82% 7
2024
Q3 		$20.8M Buy
308,615
+1,894
+0.6% +$123K 2.16% 5
2024
Q2 		$19.6M Sell
306,721
-2,870
-0.9% -$177K 2.1% 6
2024
Q1 		$19M Sell
309,591
-46,183
-13% -$2.7M 2.21% 5
2023
Q4 		$19.9M Buy
355,774
+25,238
+8% +$1.32M 2.46% 5
2023
Q3 		$16.6M Sell
330,536
-6,967
-2% -$364K 2.29% 5
2023
Q2 		$17.6M Sell
337,503
-37,443
-10% -$1.85M 2.39% 4
2023
Q1 		$18.1M Sell
374,946
-4,588
-1% -$215K 2.49% 4
2022
Q4 		$17.1M Sell
379,534
-1,754
-0.5% -$79.3K 2.48% 4
2022
Q3 		$16M Buy
381,288
+130,491
+52% +$6.09M 2.53% 4
2022
Q2 		$11.1M Buy
250,797
+15,484
+7% +$746K 1.68% 5
2022
Q1 		$12.5M Buy
235,313
+27,629
+13% +$1.45M 1.7% 7
2021
Q4 		$11.6M Buy
207,684
+10,816
+5% +$584K 1.55% 6
2021
Q3 		$9.93M Buy
196,868
+9,020
+5% +$468K 1.48% 9
2021
Q2 		$9.45M Sell
187,848
-5,763
-3% -$283K 1.43% 7
2021
Q1 		$9.02M Sell
193,611
-24,614
-11% -$1.12M 1.52% 7
2020
Q4 		$9.59M Buy
218,225
+8,082
+4% +$337K 1.87% 4
2020
Q3 		$8.27M Buy
210,143
+9,842
+5% +$383K 2% 4
2020
Q2 		$7.26M Buy
200,301
+9,110
+5% +$313K 2.4% 4
2020
Q1 		$6.33M Buy
191,191
+42,178
+28% +$1.51M 2.24% 6
2019
Q4 		$5.72M Buy
149,013
+14,410
+11% +$521K 1.7% 6
2019
Q3 		$4.69M Buy
134,603
+6,190
+5% +$215K 1.66% 6
2019
Q2 		$4.55M Buy
128,413
+28,182
+28% +$955K 1.75% 5
2019
Q1 		$3.33M Sell
100,231
-2,874
-3% -$91.7K 1.35% 11
2018
Q4 		$3.01M Buy
103,105
+46,995
+84% +$1.48M 1.47% 12
2018
Q3 		$1.91M Buy
56,110
+8,170
+17% +$273K 0.54% 44
2018
Q2 		$1.53M Buy
47,940
+7,223
+18% +$229K 0.47% 47
2018
Q1 		$1.26M Buy
40,717
+921
+2% +$29.5K 0.44% 60
2017
Q4 		$1.25M Buy
+39,796
New +$1.21M 0.45% 55

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

Ausdal Financial Partners's SPYM Position: Q1 2026 in Review

Ausdal Financial Partners reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 14% in Q1 2026, selling an estimated $4.08M and leaving 316,731 shares worth $24.2M. The position accounts for 1.08% of the portfolio, ranked #13.

Ausdal Financial Partners first reported a position in SPYM in Q4 2017 and has held it in 34 quarters since. The position peaked at $29.5M in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Ausdal Financial Partners held 316,731 shares of State Street SPDR Portfolio S&P 500 ETF worth $24.2M as of Q1 2026.
  • Ausdal Financial Partners sold 51,060 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $4.08M.
  • State Street SPDR Portfolio S&P 500 ETF made up 1.08% of Ausdal Financial Partners's portfolio in Q1 2026, its #13 holding.
  • Ausdal Financial Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2017 and has held it in 34 quarters since.
  • Ausdal Financial Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $29.5M in Q4 2025.
  • 1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.