CMBA
SPYM

C.M. Bidwell & Associates’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

C.M. Bidwell & Associates’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 		$2.51M Buy
32,838
+2,704
+9% +$216K 1.17% 22
2025
Q4 		$2.42M Sell
30,134
-7,497
-20% -$596K 1.14% 23
2025
Q3 		$2.95M Buy
37,631
+3,111
+9% +$235K 1.42% 18
2025
Q2 		$2.51M Buy
34,520
+5,262
+18% +$354K 1.3% 21
2025
Q1 		$1.92M Buy
29,258
+4,329
+17% +$299K 1.16% 21
2024
Q4 		$1.72M Sell
24,929
-105
-0.4% -$7.28K 1.04% 23
2024
Q3 		$1.69M Hold
25,034
– – 1.03% 23
2024
Q2 		$1.6M Hold
25,034
– – 1.07% 23
2024
Q1 		$1.54M Buy
25,034
+200
+0.8% +$11.7K 1.05% 21
2023
Q4 		$1.39M Sell
24,834
-1,044
-4% -$54.7K 1.03% 22
2023
Q3 		$1.3M Sell
25,878
-2,507
-9% -$131K 0.99% 22
2023
Q2 		$1.48M Sell
28,385
-1,750
-6% -$86.4K 1.08% 22
2023
Q1 		$1.45M Sell
30,135
-17
-0.1% -$798 1.1% 21
2022
Q4 		$1.36M Hold
30,152
– – 1.07% 21
2022
Q3 		$1.27M Sell
30,152
-6,600
-18% -$308K 1.05% 23
2022
Q2 		$1.63M Buy
36,752
+26,940
+275% +$1.3M 1.29% 18
2022
Q1 		$521K Buy
9,812
+255
+3% +$13.4K 0.34% 46
2021
Q4 		$534K Sell
9,557
-86
-0.9% -$4.64K 0.33% 48
2021
Q3 		$487K Buy
9,643
+185
+2% +$9.6K 0.32% 46
2021
Q2 		$476K Sell
9,458
-45,652
-83% -$2.24M 0.31% 47
2021
Q1 		$2.57M Buy
55,110
+9,470
+21% +$429K 1.88% 17
2020
Q4 		$2.01M Sell
45,640
-4,825
-10% -$201K 1.65% 17
2020
Q3 		$1.99M Hold
50,465
– – 1.83% 17
2020
Q2 		$1.83M Hold
50,465
– – 1.67% 16
2020
Q1 		$1.53M Buy
50,465
+5,935
+13% +$213K 1.61% 15
2019
Q4 		$1.68M Buy
44,530
+36,100
+428% +$1.31M 1.52% 16
2019
Q3 		$294K Buy
8,430
+245
+3% +$8.52K 0.29% 94
2019
Q2 		$283K Sell
8,185
-5,985
-42% -$203K 0.28% 97
2019
Q1 		$471K Buy
14,170
+5,625
+66% +$180K 0.47% 56
2018
Q4 		$250K Hold
8,545
– – 0.27% 98
2018
Q3 		$291K Hold
8,545
– – 0.28% 99
2018
Q2 		$272K Hold
8,545
– – 0.25% 111
2018
Q1 		$264K Sell
8,545
-7,635
-47% -$244K 0.24% 120
2017
Q4 		$507K Buy
+16,180
New +$494K 0.44% 60

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

C.M. Bidwell & Associates's SPYM Position: Q1 2026 in Review

C.M. Bidwell & Associates increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 9% in Q1 2026, buying an estimated $216K and bringing the position to 32,838 shares worth $2.51M. The position accounts for 1.17% of the portfolio, ranked #22.

C.M. Bidwell & Associates first reported a position in SPYM in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.95M in Q3 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • C.M. Bidwell & Associates held 32,838 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.51M as of Q1 2026.
  • C.M. Bidwell & Associates bought 2,704 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $216K.
  • State Street SPDR Portfolio S&P 500 ETF made up 1.17% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #22 holding.
  • C.M. Bidwell & Associates first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2017 and has held it in 34 quarters since.
  • C.M. Bidwell & Associates's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.95M in Q3 2025.
  • 1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.