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

Chilton Capital 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	$15.3K	Buy	200 +83	+71%	+$6.64K	﹤0.01%	435
2025 Q4	$9.39K	Sell	117 -527	-82%	-$41.9K	﹤0.01%	468
2025 Q3	$50.5K	Buy	644 +485	+305%	+$36.6K	﹤0.01%	351
2025 Q2	$11.6K	Hold	159	–	–	﹤0.01%	448
2025 Q1	$10.5K	Sell	159 -213	-57%	-$14.7K	﹤0.01%	456
2024 Q4	$25.6K	Hold	372	–	–	﹤0.01%	389
2024 Q3	$25.1K	Buy	372 +110	+42%	+$7.15K	﹤0.01%	409
2024 Q2	$16.8K	Sell	262 -301	-53%	-$18.5K	﹤0.01%	464
2024 Q1	$34.6K	Hold	563	–	–	﹤0.01%	377
2023 Q4	$31.5K	Buy	+563	New	+$29.5K	﹤0.01%	393

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

Chilton Capital Management's SPYM Position: Q1 2026 in Review

Chilton Capital Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 71% in Q1 2026, buying an estimated $6.64K and bringing the position to 200 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Chilton Capital Management first reported a position in SPYM in Q4 2023 and has held it in 10 quarters since. The position peaked at $50.5K in Q3 2025. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Chilton Capital Management held 200 shares of State Street SPDR Portfolio S&P 500 ETF worth $15.3K as of Q1 2026.
Chilton Capital Management bought 83 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $6.64K.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Chilton Capital Management's portfolio in Q1 2026, its #435 holding.
Chilton Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Chilton Capital Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $50.5K in Q3 2025.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Chilton Capital Management's 13F filing for Q1 2026, filed 11 May 2026.