BWG
SPYM

Beta Wealth Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Beta Wealth Group’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 		$515K Sell
6,730
-1,489
-18% -$119K 0.21% 78
2025
Q4 		$659K Sell
8,219
-16
-0.2% -$1.27K 0.27% 62
2025
Q3 		$645K Sell
8,235
-22,203
-73% -$1.67M 0.25% 65
2025
Q2 		$2.21M Sell
30,438
-103,718
-77% -$6.97M 0.81% 35
2025
Q1 		$8.82M Sell
134,156
-26,643
-17% -$1.84M 3.17% 6
2024
Q4 		$11.1M Buy
160,799
+1,200
+0.8% +$83.2K 4.9% 3
2024
Q3 		$10.8M Sell
159,599
-3,235
-2% -$210K 4.86% 4
2024
Q2 		$10.4M Buy
162,834
+6,044
+4% +$372K 4.94% 4
2024
Q1 		$9.65M Sell
156,790
-6,193
-4% -$363K 4.69% 4
2023
Q4 		$9.11M Buy
162,983
+4,552
+3% +$238K 4.78% 4
2023
Q3 		$7.96M Sell
158,431
-1,112
-0.7% -$58.2K 4.71% 3
2023
Q2 		$8.31M Sell
159,543
-4,872
-3% -$240K 4.8% 3
2023
Q1 		$7.92M Sell
164,415
-8,473
-5% -$398K 4.53% 3
2022
Q4 		$7.78M Sell
172,888
-4,444
-3% -$201K 5.22% 1
2022
Q3 		$7.45M Buy
177,332
+5,847
+3% +$273K 5.36% 1
2022
Q2 		$7.6M Sell
171,485
-7,550
-4% -$364K 5.1% 1
2022
Q1 		$9.51M Buy
179,035
+7,892
+5% +$413K 6.37% 1
2021
Q4 		$8.64M Hold
171,143
– – 6.23% 1
2021
Q3 		$8.64M Sell
171,143
-2,025
-1% -$105K 6.23% 1
2021
Q2 		$8.72M Buy
173,168
+565
+0.3% +$27.7K 6.07% 1
2021
Q1 		$8.04M Buy
172,603
+1,757
+1% +$79.7K 5.85% 2
2020
Q4 		$7.51M Buy
+170,846
New +$7.12M 6.45% 3

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Beta Wealth Group's SPYM Position: Q1 2026 in Review

Beta Wealth Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 18% in Q1 2026, selling an estimated $119K and leaving 6,730 shares worth $515K. The position accounts for 0.21% of the portfolio, ranked #78.

Beta Wealth Group first reported a position in SPYM in Q4 2020 and has held it in 22 quarters since. The position peaked at $11.1M in Q4 2024. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Beta Wealth Group held 6,730 shares of State Street SPDR Portfolio S&P 500 ETF worth $515K as of Q1 2026.
  • Beta Wealth Group sold 1,489 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $119K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.21% of Beta Wealth Group's portfolio in Q1 2026, its #78 holding.
  • Beta Wealth Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • Beta Wealth Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $11.1M in Q4 2024.
  • 1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.