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

Bleakley Financial 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
Q3 		$2.34M Sell
26,051
-1,133
-4% -$101K 0.03% 500
2026
Q2 		$2.39M Sell
27,184
-2,237
-8% -$191K 0.03% 429
2026
Q1 		$2.25M Buy
29,421
+3,861
+15% +$309K 0.04% 367
2025
Q4 		$2.05M Buy
25,560
+178
+0.7% +$14.2K 0.04% 348
2025
Q3 		$1.99M Buy
25,382
+5,385
+27% +$406K 0.05% 291
2025
Q2 		$1.45M Buy
19,997
+2,023
+11% +$136K 0.04% 330
2025
Q1 		$1.18M Sell
17,974
-1,351
-7% -$93.4K 0.04% 315
2024
Q4 		$1.33M Buy
19,325
+656
+4% +$45.5K 0.04% 343
2024
Q3 		$1.26M Buy
18,669
+926
+5% +$60.2K 0.04% 350
2024
Q2 		$1.14M Buy
17,743
+321
+2% +$19.8K 0.03% 391
2024
Q1 		$1.07M Buy
17,422
+620
+4% +$36.3K 0.03% 411
2023
Q4 		$939K Buy
16,802
+9
+0.1% +$472 0.03% 411
2023
Q3 		$844K Sell
16,793
-11
-0.1% -$575 0.03% 414
2023
Q2 		$876K Buy
16,804
+2,784
+20% +$137K 0.03% 434
2023
Q1 		$675K Hold
14,020
– – 0.02% 494
2022
Q4 		$631K Buy
+14,020
New +$634K 0.02% 487

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
USS Investment Management
USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kedalion Capital Management
Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Bleakley Financial Group's SPYM Position: Q3 2026 in Review

Bleakley Financial Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.2% in Q3 2026, selling an estimated $101K and leaving 26,051 shares worth $2.34M. The position accounts for 0.03% of the portfolio, ranked #500.

Bleakley Financial Group first reported a position in SPYM in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.39M in Q2 2026. 1,619 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Bleakley Financial Group held 26,051 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.34M as of Q3 2026.
  • Bleakley Financial Group sold 1,133 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $101K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.03% of Bleakley Financial Group's portfolio in Q3 2026, its #500 holding.
  • Bleakley Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
  • Bleakley Financial Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.39M in Q2 2026.
  • 1,619 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Bleakley Financial Group's 13F filing for Q3 2026, filed 13 Nov 2026.