Centaurus Financial’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Centaurus Financial’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	$8.63M	Sell	112,688 -46,577	-29%	-$3.73M	0.41%	51
2025 Q4	$12.8M	Buy	159,265 +15,718	+11%	+$1.25M	0.58%	35
2025 Q3	$11.2M	Buy	143,547 +8,716	+6%	+$657K	0.53%	42
2025 Q2	$9.8M	Buy	134,831 +32,188	+31%	+$2.16M	0.57%	41
2025 Q1	$6.75M	Buy	102,643 +3,813	+4%	+$264K	0.41%	59
2024 Q4	$6.81M	Buy	98,830 +2,538	+3%	+$176K	0.42%	58
2024 Q3	$6.5M	Buy	96,292 +6,712	+7%	+$436K	0.41%	57
2024 Q2	$5.73M	Buy	89,580 +198	+0.2%	+$12.2K	0.38%	60
2024 Q1	$5.5M	Buy	89,382 +8,027	+10%	+$470K	0.38%	65
2023 Q4	$4.55M	Buy	81,355 +541	+0.7%	+$28.3K	0.35%	69
2023 Q3	$4.06M	Sell	80,814 -271	-0.3%	-$14.2K	0.35%	63
2023 Q2	$4.22M	Sell	81,085 -6,855	-8%	-$338K	0.37%	64
2023 Q1	$4.23M	Sell	87,940 -3,374	-4%	-$158K	0.34%	72
2022 Q4	$4.11M	Sell	91,314 -13,048	-13%	-$590K	0.39%	61
2022 Q3	$4.38M	Sell	104,362 -1,975	-2%	-$92.2K	0.43%	51
2022 Q2	$4.71M	Sell	106,337 -25,563	-19%	-$1.23M	0.47%	39
2022 Q1	$7.01M	Buy	131,900 +24,961	+23%	+$1.31M	0.55%	31
2021 Q4	$5.97M	Buy	106,939 +784	+0.7%	+$42.3K	0.45%	46
2021 Q3	$5.36M	Buy	106,155 +7,137	+7%	+$370K	0.45%	44
2021 Q2	$4.98M	Sell	99,018 -4,333	-4%	-$213K	0.42%	50
2021 Q1	$4.82M	Sell	103,351 -3,199	-3%	-$145K	0.48%	45
2020 Q4	$4.68M	Buy	106,550 +42,785	+67%	+$1.78M	0.49%	47
2020 Q3	$2.51M	Buy	63,765 +53,272	+508%	+$2.07M	0.35%	66
2020 Q2	$380K	Buy	10,493 +501	+5%	+$17.2K	0.06%	309
2020 Q1	$302K	Buy	9,992 +3,065	+44%	+$110K	0.06%	267
2019 Q4	$262K	Buy	+6,927	New	+$250K	0.04%	396
2019 Q3	–	Sell	-4,706	Closed	-$163K	–	568
2019 Q2	$163K	Buy	4,706 +4,550	+2,917%	+$154K	0.03%	470
2019 Q1	$4.68K	Buy	156 +25	+19%	+$798	0.03%	357
2018 Q4	$4	Buy	+131	New	+$4.13K	0.03%	326

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

Centaurus Financial's SPYM Position: Q1 2026 in Review

Centaurus Financial reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 29% in Q1 2026, selling an estimated $3.73M and leaving 112,688 shares worth $8.63M. The position accounts for 0.41% of the portfolio, ranked #51.

Centaurus Financial first reported a position in SPYM in Q4 2018 and has held it in 29 quarters since. The position peaked at $12.8M in Q4 2025. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Centaurus Financial held 112,688 shares of State Street SPDR Portfolio S&P 500 ETF worth $8.63M as of Q1 2026.
Centaurus Financial sold 46,577 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $3.73M.
State Street SPDR Portfolio S&P 500 ETF made up 0.41% of Centaurus Financial's portfolio in Q1 2026, its #51 holding.
Centaurus Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2018 and has held it in 29 quarters since.
Centaurus Financial's State Street SPDR Portfolio S&P 500 ETF position peaked at $12.8M in Q4 2025.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.