Cardiff Park Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Cardiff Park Advisors’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	$1.05M	Buy	13,660 +82	+0.6%	+$6.56K	0.08%	118
2025 Q4	$1.09M	Sell	13,578 -5,606	-29%	-$446K	0.09%	114
2025 Q3	$1.5M	Buy	19,184 +5,682	+42%	+$429K	0.12%	91
2025 Q2	$981K	Buy	13,502 +38	+0.3%	+$2.56K	0.08%	120
2025 Q1	$885K	Buy	13,464 +12,674	+1,604%	+$877K	0.09%	116
2024 Q4	$54.5K	Hold	790	–	–	0.01%	297
2024 Q3	$53.3K	Hold	790	–	–	﹤0.01%	296
2024 Q2	$50.6K	Hold	790	–	–	﹤0.01%	290
2024 Q1	$48.6K	Hold	790	–	–	﹤0.01%	310
2023 Q4	$44.2K	Sell	790 -500	-39%	-$26.2K	﹤0.01%	289
2023 Q3	$64.8K	Hold	1,290	–	–	0.01%	261
2023 Q2	$67.2K	Hold	1,290	–	–	0.01%	276
2023 Q1	$62.1K	Hold	1,290	–	–	0.01%	274
2022 Q4	$58K	Hold	1,290	–	–	0.01%	276
2022 Q3	$54K	Hold	1,290	–	–	0.01%	280
2022 Q2	$57K	Hold	1,290	–	–	0.01%	277
2022 Q1	$69K	Buy	1,290 +500	+63%	+$26.2K	0.01%	276
2021 Q4	$44K	Buy	+790	New	+$42.7K	0.01%	279

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

Cardiff Park Advisors's SPYM Position: Q1 2026 in Review

Cardiff Park Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.6% in Q1 2026, buying an estimated $6.56K and bringing the position to 13,660 shares worth $1.05M. The position accounts for 0.08% of the portfolio, ranked #118.

Cardiff Park Advisors first reported a position in SPYM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.5M in Q3 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Cardiff Park Advisors held 13,660 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.05M as of Q1 2026.
Cardiff Park Advisors bought 82 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $6.56K.
State Street SPDR Portfolio S&P 500 ETF made up 0.08% of Cardiff Park Advisors's portfolio in Q1 2026, its #118 holding.
Cardiff Park Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
Cardiff Park Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.5M 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 Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.