Center For Asset Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Center For Asset Management’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	–	Sell	-2,878	Closed	-$231K	–	153
2025 Q4	$231K	Buy	2,878 +112	+4%	+$8.91K	0.12%	135
2025 Q3	$217K	Buy	+2,766	New	+$209K	0.12%	132
2024 Q4	–	Sell	-3,481	Closed	-$235K	–	131
2024 Q3	$235K	Buy	+3,481	New	+$226K	0.14%	111
2024 Q2	–	Sell	-4,385	Closed	-$270K	–	124
2024 Q1	$270K	Sell	4,385 -79	-2%	-$4.63K	0.22%	88
2023 Q4	$250K	Sell	4,464 -602	-12%	-$31.5K	0.23%	91
2023 Q3	$255K	Hold	5,066	–	–	0.25%	90
2023 Q2	$264K	Buy	+5,066	New	+$250K	0.25%	88
2023 Q1	–	Sell	-10,029	Closed	-$451K	–	117
2022 Q4	$451K	Buy	10,029 +1,636	+19%	+$73.9K	0.42%	64
2022 Q3	$352K	Sell	8,393 -2,495	-23%	-$117K	0.35%	73
2022 Q2	$483K	Sell	10,888 -11,266	-51%	-$543K	0.45%	55
2022 Q1	$1.18M	Buy	22,154 +364	+2%	+$19.1K	0.91%	29
2021 Q4	$1.22M	Sell	21,790 -10,822	-33%	-$584K	0.9%	30
2021 Q3	$1.65M	Sell	32,612 -837	-3%	-$43.4K	1.39%	20
2021 Q2	$1.68M	Sell	33,449 -119	-0.4%	-$5.84K	1.45%	20
2021 Q1	$1.56M	Sell	33,568 -2,002	-6%	-$90.8K	1.5%	20
2020 Q4	$1.56M	Buy	+35,570	New	+$1.48M	1.56%	18

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

Center For Asset Management's SPYM Position: Q1 2026 in Review

Center For Asset Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2026, closing a stake of 2,878 shares — an estimated $231K sold.

Center For Asset Management first reported a position in SPYM in Q4 2020 and held it in 16 quarters. The position peaked at $1.68M in Q2 2021. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Center For Asset Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
Center For Asset Management sold 2,878 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $231K.
Center For Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and held it in 16 quarters.
Center For Asset Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.68M in Q2 2021.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Center For Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.