BF
SPYM

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

Brogan Financial’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 		$6.05M Buy
79,031
+183
+0.2% +$14.6K 2.66% 6
2025
Q4 		$6.33M Buy
78,848
+4,920
+7% +$391K 2.76% 6
2025
Q3 		$5.79M Buy
73,928
+3,487
+5% +$263K 2.47% 6
2025
Q2 		$5.12M Buy
70,441
+3,162
+5% +$213K 2.29% 6
2025
Q1 		$4.42M Buy
67,279
+2,017
+3% +$140K 2.15% 6
2024
Q4 		$4.5M Buy
65,262
+53,418
+451% +$3.7M 2.2% 6
2024
Q3 		$800K Buy
11,844
+204
+2% +$13.3K 0.46% 15
2024
Q2 		$745K Buy
11,640
+240
+2% +$14.8K 0.47% 14
2024
Q1 		$701K Buy
11,400
+331
+3% +$19.4K 0.46% 14
2023
Q4 		$619K Buy
+11,069
New +$580K 0.46% 15

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Brogan Financial's SPYM Position: Q1 2026 in Review

Brogan Financial increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.23% in Q1 2026, buying an estimated $14.6K and bringing the position to 79,031 shares worth $6.05M. The position accounts for 2.66% of the portfolio, ranked #6.

Brogan Financial first reported a position in SPYM in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.33M in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Brogan Financial held 79,031 shares of State Street SPDR Portfolio S&P 500 ETF worth $6.05M as of Q1 2026.
  • Brogan Financial bought 183 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $14.6K.
  • State Street SPDR Portfolio S&P 500 ETF made up 2.66% of Brogan Financial's portfolio in Q1 2026, its #6 holding.
  • Brogan Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
  • Brogan Financial's State Street SPDR Portfolio S&P 500 ETF position peaked at $6.33M in Q4 2025.
  • 1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Brogan Financial's 13F filing for Q1 2026, filed 11 May 2026.