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

Beaumont Financial 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	$4.73M	Hold	61,822	–	–	0.33%	60
2025 Q4	$4.96M	Sell	61,822 -1,379	-2%	-$110K	0.33%	57
2025 Q3	$4.95M	Sell	63,201 -2,186	-3%	-$165K	0.33%	58
2025 Q2	$4.75M	Sell	65,387 -3,581	-5%	-$241K	0.34%	56
2025 Q1	$4.54M	Sell	68,968 -138	-0.2%	-$9.54K	0.36%	57
2024 Q4	$4.76M	Sell	69,106 -1,149	-2%	-$79.6K	0.36%	55
2024 Q3	$4.74M	Sell	70,255 -62	-0.1%	-$4.03K	0.37%	51
2024 Q2	$4.5M	Sell	70,317 -193	-0.3%	-$11.9K	0.36%	55
2024 Q1	$4.34M	Hold	70,510	–	–	0.36%	52
2023 Q4	$3.94M	Sell	70,510 -588	-0.8%	-$30.8K	0.36%	52
2023 Q3	$3.57M	Sell	71,098 -527	-0.7%	-$27.6K	0.36%	50
2023 Q2	$3.73M	Sell	71,625 -2,960	-4%	-$146K	0.34%	53
2023 Q1	$3.59M	Sell	74,585 -3,256	-4%	-$153K	0.36%	43
2022 Q4	$3.5M	Buy	+77,841	New	+$3.52M	0.35%	43

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 $424B AUM 22.94% 1-Year Est. Return

Beaumont Financial Advisors's SPYM Position: Q1 2026 in Review

Beaumont Financial Advisors held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q1 2026 at 61,822 shares worth $4.73M. The position accounts for 0.33% of the portfolio, ranked #60.

Beaumont Financial Advisors first reported a position in SPYM in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.96M in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Beaumont Financial Advisors held 61,822 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.73M as of Q1 2026.
Beaumont Financial Advisors 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 0.33% of Beaumont Financial Advisors's portfolio in Q1 2026, its #60 holding.
Beaumont Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
Beaumont Financial Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $4.96M 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 Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.