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

Blue Bell Private 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	–	Sell	-100	Closed	-$8.02K	–	769
2025 Q4	$8.02K	Buy	+100	New	+$7.95K	﹤0.01%	579

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 $374B AUM 17.66% 1-Year Est. Return

Blue Bell Private Wealth Management's SPYM Position: Q1 2026 in Review

Blue Bell Private Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 13% in Q1 2026, buying an estimated $1.25M and bringing the position to 139,693 shares worth $10.7M. The position accounts for 1.54% of the portfolio, ranked #11.

Blue Bell Private Wealth Management first reported a position in SPYM in Q3 2022 and has held it in 15 quarters since. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Blue Bell Private Wealth Management held 139,693 shares of State Street SPDR Portfolio S&P 500 ETF worth $10.7M as of Q1 2026.
Blue Bell Private Wealth Management bought 15,582 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $1.25M.
State Street SPDR Portfolio S&P 500 ETF made up 1.54% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #11 holding.
Blue Bell Private Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2022 and has held it in 15 quarters since.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.