Caitlin John’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Caitlin John’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 Q2	$3.05M	Buy	34,753 +19,548	+129%	+$1.67M	1.67%	4
2026 Q1	$1.16M	Sell	15,205 -4,352	-22%	-$348K	0.7%	24
2025 Q4	$1.57M	Sell	19,557 -514	-3%	-$40.9K	1.03%	19
2025 Q3	$1.57M	Buy	20,071 +5,598	+39%	+$422K	1.09%	23
2025 Q2	$1.05M	Buy	14,473 +10,254	+243%	+$690K	0.96%	41
2025 Q1	$277K	Sell	4,219 -1,819	-30%	-$126K	0.27%	101
2024 Q4	$416K	Buy	6,038 +372	+7%	+$25.8K	0.28%	81
2024 Q3	$398K	Buy	5,666 +1,365	+32%	+$88.8K	0.25%	95
2024 Q2	$275K	Buy	4,301 +584	+16%	+$36K	0.2%	110
2024 Q1	$229K	Buy	3,717 +23	+0.6%	+$1.35K	0.17%	112
2023 Q4	$207K	Buy	+3,694	New	+$194K	0.17%	110

Other funds holding SPYM

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

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

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

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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

Caitlin John's SPYM Position: Q2 2026 in Review

Caitlin John increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 129% in Q2 2026, buying an estimated $1.67M and bringing the position to 34,753 shares worth $3.05M. The position accounts for 1.67% of the portfolio, ranked #4.

Caitlin John first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. 1,720 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Caitlin John held 34,753 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.05M as of Q2 2026.
Caitlin John bought 19,548 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.67M.
State Street SPDR Portfolio S&P 500 ETF made up 1.67% of Caitlin John's portfolio in Q2 2026, its #4 holding.
Caitlin John first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
1,720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.