Caldwell Sutter Capital’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Caldwell Sutter Capital’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	$45.1K	Sell	589 -156	-21%	-$12.5K	0.02%	390
2025 Q4	$59.8K	Hold	745	–	–	0.03%	342
2025 Q3	$58.4K	Hold	745	–	–	0.02%	349
2025 Q2	$54.2K	Hold	745	–	–	0.02%	347
2025 Q1	$49K	Hold	745	–	–	0.02%	358
2024 Q4	$51.4K	Hold	745	–	–	0.02%	352
2024 Q3	$50.3K	Hold	745	–	–	0.02%	357
2024 Q2	$47.7K	Sell	745 -2	-0.3%	-$123	0.02%	360
2024 Q1	$46K	Hold	747	–	–	0.02%	362
2023 Q4	$41.8K	Hold	747	–	–	0.02%	358
2023 Q3	$37.5K	Buy	747 +25	+3%	+$1.31K	0.02%	357
2023 Q2	$37.6K	Buy	722 +686	+1,906%	+$33.9K	0.02%	360
2023 Q1	$1.73K	Buy	+36	New	+$1.69K	﹤0.01%	503

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

Caldwell Sutter Capital's SPYM Position: Q1 2026 in Review

Caldwell Sutter Capital reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 21% in Q1 2026, selling an estimated $12.5K and leaving 589 shares worth $45.1K. The position accounts for 0.02% of the portfolio, ranked #390.

Caldwell Sutter Capital first reported a position in SPYM in Q1 2023 and has held it in 13 quarters since. The position peaked at $59.8K in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Caldwell Sutter Capital held 589 shares of State Street SPDR Portfolio S&P 500 ETF worth $45.1K as of Q1 2026.
Caldwell Sutter Capital sold 156 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $12.5K.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Caldwell Sutter Capital's portfolio in Q1 2026, its #390 holding.
Caldwell Sutter Capital first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and has held it in 13 quarters since.
Caldwell Sutter Capital's State Street SPDR Portfolio S&P 500 ETF position peaked at $59.8K 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 Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.