Beckerman Institutional’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Beckerman Institutional’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	$915K	Hold	11,958	–	–	0.49%	47
2025 Q4	$959K	Buy	11,958 +108	+0.9%	+$8.59K	0.54%	44
2025 Q3	$928K	Buy	11,850 +99	+0.8%	+$7.47K	0.55%	43
2025 Q2	$854K	Hold	11,751	–	–	0.57%	41
2025 Q1	$773K	Buy	11,751 +507	+5%	+$35.1K	0.56%	44
2024 Q4	$775K	Buy	11,244 +29	+0.3%	+$2.01K	0.62%	45
2024 Q3	$757K	Buy	+11,215	New	+$729K	0.64%	45

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

Beckerman Institutional's SPYM Position: Q1 2026 in Review

Beckerman Institutional held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q1 2026 at 11,958 shares worth $915K. The position accounts for 0.49% of the portfolio, ranked #47.

Beckerman Institutional first reported a position in SPYM in Q3 2024 and has held it in 7 quarters since. The position peaked at $959K in Q4 2025. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Beckerman Institutional held 11,958 shares of State Street SPDR Portfolio S&P 500 ETF worth $915K as of Q1 2026.
Beckerman Institutional 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 0.49% of Beckerman Institutional's portfolio in Q1 2026, its #47 holding.
Beckerman Institutional first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and has held it in 7 quarters since.
Beckerman Institutional's State Street SPDR Portfolio S&P 500 ETF position peaked at $959K in Q4 2025.
1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.