BW
SPYM

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

BIP Wealth’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 		$9.36M Sell
122,340
-8,063
-6% -$645K 0.38% 57
2025
Q4 		$10.5M Buy
130,403
+4,003
+3% +$318K 0.37% 60
2025
Q3 		$9.9M Buy
126,400
+41,443
+49% +$3.13M 0.49% 43
2025
Q2 		$6.18M Buy
84,957
+26,523
+45% +$1.78M 0.38% 42
2025
Q1 		$3.84M Sell
58,434
-223
-0.4% -$15.4K 0.25% 48
2024
Q4 		$4.04M Buy
58,657
+6,669
+13% +$462K 0.27% 45
2024
Q3 		$3.51M Buy
51,988
+5,236
+11% +$341K 0.24% 45
2024
Q2 		$2.99M Buy
46,752
+2,950
+7% +$182K 0.25% 46
2024
Q1 		$2.7M Buy
43,802
+6,677
+18% +$391K 0.2% 52
2023
Q4 		$2.08M Sell
37,125
-1,890
-5% -$99K 0.16% 55
2023
Q3 		$1.96M Buy
39,015
+890
+2% +$46.6K 0.18% 55
2023
Q2 		$1.99M Buy
38,125
+602
+2% +$29.7K 0.16% 55
2023
Q1 		$1.81M Buy
+37,523
New +$1.76M 0.2% 61

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

BIP Wealth's SPYM Position: Q1 2026 in Review

BIP Wealth reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 6.2% in Q1 2026, selling an estimated $645K and leaving 122,340 shares worth $9.36M. The position accounts for 0.38% of the portfolio, ranked #57.

BIP Wealth first reported a position in SPYM in Q1 2023 and has held it in 13 quarters since. The position peaked at $10.5M in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • BIP Wealth held 122,340 shares of State Street SPDR Portfolio S&P 500 ETF worth $9.36M as of Q1 2026.
  • BIP Wealth sold 8,063 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $645K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.38% of BIP Wealth's portfolio in Q1 2026, its #57 holding.
  • BIP Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and has held it in 13 quarters since.
  • BIP Wealth's State Street SPDR Portfolio S&P 500 ETF position peaked at $10.5M 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 BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.