Bank of Montreal’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Bank of Montreal’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 Q2	$493M	Buy	5,606,004 +5,315,522	+1,830%	+$453M	0.16%	110
2026 Q1	$22.2M	Sell	290,482 -70,119	-19%	-$5.61M	0.01%	803
2025 Q4	$28.9M	Buy	360,601 +88,570	+33%	+$7.04M	0.01%	729
2025 Q3	$21.3M	Buy	272,031 +157,108	+137%	+$11.9M	0.01%	754
2025 Q2	$8.35M	Buy	114,923 +42,296	+58%	+$2.84M	﹤0.01%	1052
2025 Q1	$4.78M	Buy	72,627 +4,022	+6%	+$278K	﹤0.01%	1184
2024 Q4	$4.73M	Buy	68,605 +28,134	+70%	+$1.95M	﹤0.01%	1239
2024 Q3	$2.72M	Buy	40,471 +1,087	+3%	+$70.7K	﹤0.01%	1562
2024 Q2	$2.53M	Buy	39,384 +2,997	+8%	+$185K	﹤0.01%	1557
2024 Q1	$2.24M	Sell	36,387 -1,529	-4%	-$89.5K	﹤0.01%	1581
2023 Q4	$2.13M	Sell	37,916 -14	-0%	-$733	﹤0.01%	1658
2023 Q3	$1.99M	Buy	37,930 +5,347	+16%	+$280K	﹤0.01%	1705
2023 Q2	$1.7M	Buy	32,583 +683	+2%	+$33.7K	﹤0.01%	1892
2023 Q1	$1.54M	Buy	31,900 +2,816	+10%	+$132K	﹤0.01%	1813
2022 Q4	$1.31M	Buy	29,084 +918	+3%	+$41.5K	﹤0.01%	2027
2022 Q3	$1.28K	Buy	28,166 +3,260	+13%	+$152K	﹤0.01%	2044
2022 Q2	$1.16K	Buy	24,906 +106	+0.4%	+$5.11K	﹤0.01%	2216
2022 Q1	$1.34M	Sell	24,800 -20,276	-45%	-$1.06M	﹤0.01%	2161
2021 Q4	$2.52M	Sell	45,076 -7,565	-14%	-$409K	﹤0.01%	1484
2021 Q3	$2.69M	Buy	52,641 +8,754	+20%	+$454K	﹤0.01%	1929
2021 Q2	$2.21M	Buy	43,887 +1,317	+3%	+$64.6K	﹤0.01%	2002
2021 Q1	$2.04M	Sell	42,570 -26,886	-39%	-$1.22M	﹤0.01%	1792
2020 Q4	$3.09M	Buy	69,456 +35,558	+105%	+$1.48M	﹤0.01%	1614
2020 Q3	$1.33M	Buy	+33,898	New	+$1.32M	﹤0.01%	1838
2020 Q1	–	Sell	-33	Closed	-$1K	–	4651
2019 Q4	$1K	Sell	33 -7	-18%	-$253	﹤0.01%	4823
2019 Q3	$1K	Hold	40	–	–	﹤0.01%	4684
2019 Q2	$1K	Hold	40	–	–	﹤0.01%	4805
2019 Q1	$1K	Hold	40	–	–	﹤0.01%	4217
2018 Q4	$1K	Hold	40	–	–	﹤0.01%	4559
2018 Q3	$1K	Hold	40	–	–	﹤0.01%	4596
2018 Q2	$1K	Hold	40	–	–	﹤0.01%	4586
2018 Q1	$1K	Hold	40	–	–	﹤0.01%	4105
2017 Q4	$1K	Hold	40	–	–	﹤0.01%	4107
2017 Q3	$1K	Hold	40	–	–	﹤0.01%	4105
2017 Q2	$1K	Hold	40	–	–	﹤0.01%	4090
2017 Q1	$1K	Hold	40	–	–	﹤0.01%	3898
2016 Q4	$1K	Hold	40	–	–	﹤0.01%	3979
2016 Q3	$1K	Buy	+40	New	+$1.01K	﹤0.01%	3947

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal's SPYM Position: Q2 2026 in Review

Bank of Montreal increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1,830% in Q2 2026, buying an estimated $453M and bringing the position to 5,606,004 shares worth $493M. The position accounts for 0.16% of the portfolio, ranked #110.

Bank of Montreal first reported a position in SPYM in Q3 2016 and has held it in 38 quarters since. 1,604 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Bank of Montreal held 5,606,004 shares of State Street SPDR Portfolio S&P 500 ETF worth $493M as of Q2 2026.
Bank of Montreal bought 5,315,522 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $453M.
State Street SPDR Portfolio S&P 500 ETF made up 0.16% of Bank of Montreal's portfolio in Q2 2026, its #110 holding.
Bank of Montreal first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2016 and has held it in 38 quarters since.
1,604 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.