Beacon Capital Management Inc (Ohio)’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Beacon Capital Management Inc (Ohio)’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	$21.5M	Buy	281,297 +16,966	+6%	+$1.36M	1.21%	25
2025 Q4	$21.2M	Sell	264,331 -126,362	-32%	-$10M	1.13%	23
2025 Q3	$30.6M	Buy	+390,693	New	+$29.5M	1.46%	18
2023 Q1	–	Sell	-296,570	Closed	-$13.3M	–	122
2022 Q4	$13.3M	Hold	296,570	–	–	0.49%	9
2022 Q3	$12.5M	Buy	+296,570	New	+$13.8M	0.46%	3

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

Beacon Capital Management Inc (Ohio)'s SPYM Position: Q1 2026 in Review

Beacon Capital Management Inc (Ohio) increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 6.4% in Q1 2026, buying an estimated $1.36M and bringing the position to 281,297 shares worth $21.5M. The position accounts for 1.21% of the portfolio, ranked #25.

Beacon Capital Management Inc (Ohio) first reported a position in SPYM in Q3 2022 and has held it in 5 quarters since. The position peaked at $30.6M in Q3 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Beacon Capital Management Inc (Ohio) held 281,297 shares of State Street SPDR Portfolio S&P 500 ETF worth $21.5M as of Q1 2026.
Beacon Capital Management Inc (Ohio) bought 16,966 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $1.36M.
State Street SPDR Portfolio S&P 500 ETF made up 1.21% of Beacon Capital Management Inc (Ohio)'s portfolio in Q1 2026, its #25 holding.
Beacon Capital Management Inc (Ohio) first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2022 and has held it in 5 quarters since.
Beacon Capital Management Inc (Ohio)'s State Street SPDR Portfolio S&P 500 ETF position peaked at $30.6M in Q3 2025.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2026, filed 30 Apr 2026.