BWM
SPYM

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

BlackDiamond Wealth Management’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 		$9.5M Buy
124,156
+23,020
+23% +$1.84M 4.57% 2
2025
Q4 		$8.26M Sell
101,136
-14,384
-12% -$1.14M 4.02% 1
2025
Q3 		$9.05M Buy
115,520
+8,284
+8% +$625K 4.94% 2
2025
Q2 		$7.79M Buy
107,236
+8,988
+9% +$604K 4.5% 2
2025
Q1 		$6.52M Buy
98,248
+3,693
+4% +$255K 4.41% 2
2024
Q4 		$6.52M Buy
94,555
+783
+0.8% +$54.3K 3.77% 2
2024
Q3 		$6.58M Sell
93,772
-1,636
-2% -$106K 3.98% 2
2024
Q2 		$5.96M Buy
95,408
+12,475
+15% +$768K 3.92% 2
2024
Q1 		$5.1M Sell
82,933
-18,271
-18% -$1.07M 3.64% 2
2023
Q4 		$5.86M Sell
101,204
-7,703
-7% -$404K 4.31% 2
2023
Q3 		$5.32M Buy
108,907
+12,545
+13% +$656K 4.81% 2
2023
Q2 		$5.16M Buy
96,362
+6,315
+7% +$312K 4.36% 2
2023
Q1 		$4.3M Sell
90,047
-9,896
-10% -$464K 4.4% 4
2022
Q4 		$4.59M Sell
99,943
-3,023
-3% -$137K 5.21% 3
2022
Q3 		$4.66M Buy
102,966
+17,911
+21% +$836K 5.61% 2
2022
Q2 		$3.95M Buy
85,055
+972
+1% +$46.8K 4.92% 3
2022
Q1 		$4.47M Buy
84,083
+7,096
+9% +$372K 5.33% 2
2021
Q4 		$4.3M Buy
+76,987
New +$4.16M 4.93% 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

BlackDiamond Wealth Management's SPYM Position: Q1 2026 in Review

BlackDiamond Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 23% in Q1 2026, buying an estimated $1.84M and bringing the position to 124,156 shares worth $9.5M. The position accounts for 4.57% of the portfolio, ranked #2.

BlackDiamond Wealth Management first reported a position in SPYM in Q4 2021 and has held it in 18 quarters since. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • BlackDiamond Wealth Management held 124,156 shares of State Street SPDR Portfolio S&P 500 ETF worth $9.5M as of Q1 2026.
  • BlackDiamond Wealth Management bought 23,020 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $1.84M.
  • State Street SPDR Portfolio S&P 500 ETF made up 4.57% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #2 holding.
  • BlackDiamond Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.