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

Bridge Generations 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	-28	Closed	-$2.25K	–	107
2025 Q4	$2.25K	Hold	28	–	–	﹤0.01%	68
2025 Q3	$2.19K	Hold	28	–	–	﹤0.01%	73
2025 Q2	$2.04K	Hold	28	–	–	﹤0.01%	66
2025 Q1	$1.84K	Hold	28	–	–	﹤0.01%	89
2024 Q4	$1.93K	Buy	+28	New	+$1.94K	﹤0.01%	64

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bridge Generations Wealth Management's SPYM Position: Q1 2026 in Review

Bridge Generations Wealth Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2026, closing a stake of 28 shares — an estimated $2.25K sold.

Bridge Generations Wealth Management first reported a position in SPYM in Q4 2024 and held it in 5 quarters. The position peaked at $2.25K in Q4 2025. 1,602 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Bridge Generations Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
Bridge Generations Wealth Management sold 28 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $2.25K.
Bridge Generations Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and held it in 5 quarters.
Bridge Generations Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.25K in Q4 2025.
1,602 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.