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

Carmel Capital Partners’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	$866K	Buy	11,320 +4,962	+78%	+$397K	0.31%	70
2025 Q4	$510K	Buy	6,358 +666	+12%	+$53K	0.18%	80
2025 Q3	$446K	Buy	5,692 +82	+1%	+$6.18K	0.19%	79
2025 Q2	$408K	Sell	5,610 -72	-1%	-$4.84K	0.14%	99
2025 Q1	$374K	Buy	5,682 +2,100	+59%	+$145K	0.15%	110
2024 Q4	$247K	Buy	+3,582	New	+$248K	0.1%	131

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

Carmel Capital Partners's SPYM Position: Q1 2026 in Review

Carmel Capital Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 78% in Q1 2026, buying an estimated $397K and bringing the position to 11,320 shares worth $866K. The position accounts for 0.31% of the portfolio, ranked #70.

Carmel Capital Partners first reported a position in SPYM in Q4 2024 and has held it in 6 quarters since. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Carmel Capital Partners held 11,320 shares of State Street SPDR Portfolio S&P 500 ETF worth $866K as of Q1 2026.
Carmel Capital Partners bought 4,962 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $397K.
State Street SPDR Portfolio S&P 500 ETF made up 0.31% of Carmel Capital Partners's portfolio in Q1 2026, its #70 holding.
Carmel Capital Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Carmel Capital Partners's 13F filing for Q1 2026, filed 30 Apr 2026.