Bartlett & Co Wealth Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Bartlett & Co Wealth Management’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	$33.8K	Hold	400	–	–	﹤0.01%	746
2025 Q4	$32.1K	Buy	+400	New	+$31.8K	﹤0.01%	737
2024 Q4	–	Sell	-13	Closed	-$878	–	1151
2024 Q3	$878	Sell	13 -7	-35%	-$455	﹤0.01%	1079
2024 Q2	$1.28K	Buy	+20	New	+$1.23K	﹤0.01%	1082
2022 Q3	–	Sell	-47	Closed	-$2.08K	–	1266
2022 Q2	$2.08K	Buy	+47	New	+$2.27K	﹤0.01%	1173

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

Bartlett & Co Wealth Management's SPYM Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q1 2026 at 400 shares worth $33.8K. The position accounts for ﹤0.01% of the portfolio, ranked #746.

Bartlett & Co Wealth Management first reported a position in SPYM in Q2 2022 and has held it in 5 quarters since. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Bartlett & Co Wealth Management held 400 shares of State Street SPDR Portfolio S&P 500 ETF worth $33.8K as of Q1 2026.
Bartlett & Co Wealth Management left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #746 holding.
Bartlett & Co Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2022 and has held it in 5 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 Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.