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 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 $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 $374B AUM 17.66% 1-Year Est. Return

Caitlin John's SPYM Position: Q1 2026 in Review

Caitlin John reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 22% in Q1 2026, selling an estimated $348K and leaving 15,205 shares worth $1.16M. The position accounts for 0.7% of the portfolio, ranked #24.

Caitlin John first reported a position in SPYM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.57M in Q3 2025. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Caitlin John held 15,205 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.16M as of Q1 2026.
Caitlin John sold 4,352 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $348K.
State Street SPDR Portfolio S&P 500 ETF made up 0.7% of Caitlin John's portfolio in Q1 2026, its #24 holding.
Caitlin John first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Caitlin John's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.57M in Q3 2025.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.