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

Brian Low 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 Q1	$248K	Sell	3,243 -601	-16%	-$48.1K	0.17%	99
2025 Q4	$308K	Sell	3,844 -15	-0.4%	-$1.19K	0.22%	86
2025 Q3	$302K	Hold	3,859	–	–	0.23%	85
2025 Q2	$281K	Buy	+3,859	New	+$259K	0.26%	84

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

Brian Low Financial Group's SPYM Position: Q1 2026 in Review

Brian Low Financial Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 16% in Q1 2026, selling an estimated $48.1K and leaving 3,243 shares worth $248K. The position accounts for 0.17% of the portfolio, ranked #99.

Brian Low Financial Group first reported a position in SPYM in Q2 2025 and has held it in 4 quarters since. The position peaked at $308K in Q4 2025. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Brian Low Financial Group held 3,243 shares of State Street SPDR Portfolio S&P 500 ETF worth $248K as of Q1 2026.
Brian Low Financial Group sold 601 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $48.1K.
State Street SPDR Portfolio S&P 500 ETF made up 0.17% of Brian Low Financial Group's portfolio in Q1 2026, its #99 holding.
Brian Low Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 4 quarters since.
Brian Low Financial Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $308K in Q4 2025.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Brian Low Financial Group's 13F filing for Q1 2026, filed 20 Apr 2026.