Beacon Pointe Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Beacon Pointe Advisors’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	$10.1M	Buy	131,714 +18,333	+16%	+$1.47M	0.05%	314
2025 Q4	$9.1M	Buy	113,381 +19,576	+21%	+$1.56M	0.06%	272
2025 Q3	$7.35M	Buy	93,805 +37,489	+67%	+$2.83M	0.06%	286
2025 Q2	$4.09M	Buy	56,316 +1,319	+2%	+$88.7K	0.04%	354
2025 Q1	$3.62M	Buy	54,997 +321	+0.6%	+$22.2K	0.04%	356
2024 Q4	$3.77M	Sell	54,676 -5,081	-9%	-$352K	0.04%	334
2024 Q3	$4.03M	Sell	59,757 -6,424	-10%	-$418K	0.05%	332
2024 Q2	$4.24M	Sell	66,181 -702	-1%	-$43.2K	0.05%	315
2024 Q1	$4.12M	Buy	66,883 +6,411	+11%	+$375K	0.05%	338
2023 Q4	$3.38M	Sell	60,472 -17,903	-23%	-$938K	0.04%	369
2023 Q3	$3.94M	Buy	78,375 +11,724	+18%	+$613K	0.05%	325
2023 Q2	$3.47M	Sell	66,651 -222,434	-77%	-$11M	0.06%	279
2023 Q1	$13.9M	Buy	289,085 +228,530	+377%	+$10.7M	0.24%	99
2022 Q4	$2.72M	Buy	60,555 +4,413	+8%	+$199K	0.05%	299
2022 Q3	$2.36M	Sell	56,142 -9,135	-14%	-$427K	0.05%	285
2022 Q2	$2.9M	Sell	65,277 -3,422	-5%	-$165K	0.06%	262
2022 Q1	$3.65M	Buy	68,699 +13,881	+25%	+$727K	0.05%	315
2021 Q4	$3.06M	Buy	54,818 +1,360	+3%	+$73.4K	0.08%	193
2021 Q3	$2.7M	Sell	53,458 -2,553	-5%	-$132K	0.07%	243
2021 Q2	$2.82M	Buy	56,011 +389	+0.7%	+$19.1K	0.1%	179
2021 Q1	$2.6M	Buy	55,622 +1,527	+3%	+$69.2K	0.16%	116
2020 Q4	$2.38M	Buy	54,095 +110	+0.2%	+$4.59K	0.16%	118
2020 Q3	$2.13M	Sell	53,985 -6,053	-10%	-$236K	0.21%	94
2020 Q2	$2.17M	Buy	60,038 +12,572	+26%	+$432K	0.22%	100
2020 Q1	$1.44M	Buy	+47,466	New	+$1.7M	0.23%	94

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 Pointe Advisors's SPYM Position: Q1 2026 in Review

Beacon Pointe Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 16% in Q1 2026, buying an estimated $1.47M and bringing the position to 131,714 shares worth $10.1M. The position accounts for 0.05% of the portfolio, ranked #314.

Beacon Pointe Advisors first reported a position in SPYM in Q1 2020 and has held it in 25 quarters since. The position peaked at $13.9M in Q1 2023. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Beacon Pointe Advisors held 131,714 shares of State Street SPDR Portfolio S&P 500 ETF worth $10.1M as of Q1 2026.
Beacon Pointe Advisors bought 18,333 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $1.47M.
State Street SPDR Portfolio S&P 500 ETF made up 0.05% of Beacon Pointe Advisors's portfolio in Q1 2026, its #314 holding.
Beacon Pointe Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2020 and has held it in 25 quarters since.
Beacon Pointe Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $13.9M in Q1 2023.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.