Bluesphere Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Bluesphere Advisors’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	$4.39M	Buy	57,332 +41,733	+268%	+$3.34M	1.56%	9
2025 Q4	$1.25M	Sell	15,599 -480	-3%	-$38.2K	0.55%	34
2025 Q3	$1.26M	Sell	16,079 -1,257	-7%	-$94.8K	0.58%	30
2025 Q2	$1.26M	Sell	17,336 -756	-4%	-$50.8K	0.63%	25
2025 Q1	$1.19M	Sell	18,092 -231	-1%	-$16K	0.68%	24
2024 Q4	$1.26M	Hold	18,323	–	–	0.62%	25
2024 Q3	$1.24M	Sell	18,323 -100	-0.5%	-$6.5K	0.61%	26
2024 Q2	$1.18M	Buy	18,423 +1,762	+11%	+$108K	0.6%	28
2024 Q1	$1.03M	Hold	16,661	–	–	0.57%	29
2023 Q4	$931K	Sell	16,661 -1,813	-10%	-$95K	0.58%	30
2023 Q3	$928K	Sell	18,474 -1,955	-10%	-$102K	0.67%	27
2023 Q2	$1.06M	Hold	20,429	–	–	0.74%	25
2023 Q1	$984K	Sell	20,429 -2,625	-11%	-$123K	0.82%	22
2022 Q4	$1.04M	Sell	23,054 -150	-0.6%	-$6.78K	0.92%	21
2022 Q3	$974K	Sell	23,204 -1,500	-6%	-$70K	0.97%	22
2022 Q2	$1.09M	Sell	24,704 -34	-0.1%	-$1.64K	1.06%	19
2022 Q1	$1.31M	Hold	24,738	–	–	1.11%	18
2021 Q4	$1.38M	Sell	24,738 -1,359	-5%	-$73.4K	1.15%	19
2021 Q3	$1.32M	Sell	26,097 -1,000	-4%	-$51.9K	1.26%	19
2021 Q2	$1.36M	Sell	27,097 -100	-0.4%	-$4.91K	1.21%	20
2021 Q1	$1.27M	Buy	27,197 +34	+0.1%	+$1.54K	1.15%	21
2020 Q4	$1.19M	Buy	+27,163	New	+$1.13M	1.28%	21

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

Bluesphere Advisors's SPYM Position: Q1 2026 in Review

Bluesphere Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 268% in Q1 2026, buying an estimated $3.34M and bringing the position to 57,332 shares worth $4.39M. The position accounts for 1.56% of the portfolio, ranked #9.

Bluesphere Advisors first reported a position in SPYM in Q4 2020 and has held it in 22 quarters since. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Bluesphere Advisors held 57,332 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.39M as of Q1 2026.
Bluesphere Advisors bought 41,733 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $3.34M.
State Street SPDR Portfolio S&P 500 ETF made up 1.56% of Bluesphere Advisors's portfolio in Q1 2026, its #9 holding.
Bluesphere Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 22 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 Bluesphere Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.