Bush Investment Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Bush Investment 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	$6.88M	Buy	89,864 +17,045	+23%	+$1.36M	3.76%	7
2025 Q4	$5.84M	Sell	72,819 -403	-0.6%	-$32K	3.27%	8
2025 Q3	$5.74M	Buy	73,222 +2,504	+4%	+$189K	3.4%	6
2025 Q2	$5.14M	Sell	70,718 -46,846	-40%	-$3.15M	3.45%	5
2025 Q1	$7.73M	Sell	117,564 -5,076	-4%	-$351K	5.82%	5
2024 Q4	$8.45M	Sell	122,640 -758	-0.6%	-$52.5K	6.6%	5
2024 Q3	$8.33M	Sell	123,398 -10,551	-8%	-$686K	6.66%	5
2024 Q2	$8.57M	Sell	133,949 -19,614	-13%	-$1.21M	7.36%	5
2024 Q1	$9.45M	Sell	153,563 -33,993	-18%	-$1.99M	8.35%	5
2023 Q4	$10.9M	Buy	+187,556	New	+$9.83M	10.07%	4

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 $424B AUM 22.96% 1-Year Est. Return

Bush Investment Group's SPYM Position: Q1 2026 in Review

Bush Investment Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 23% in Q1 2026, buying an estimated $1.36M and bringing the position to 89,864 shares worth $6.88M. The position accounts for 3.76% of the portfolio, ranked #7.

Bush Investment Group first reported a position in SPYM in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.9M in Q4 2023. 1,598 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Bush Investment Group held 89,864 shares of State Street SPDR Portfolio S&P 500 ETF worth $6.88M as of Q1 2026.
Bush Investment Group bought 17,045 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $1.36M.
State Street SPDR Portfolio S&P 500 ETF made up 3.76% of Bush Investment Group's portfolio in Q1 2026, its #7 holding.
Bush Investment Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Bush Investment Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $10.9M in Q4 2023.
1,598 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Bush Investment Group's 13F filing for Q1 2026, filed 3 Aug 2026.