Choreo LLC’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Choreo LLC’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	$252K	Buy	3,291 +168	+5%	+$13.4K	﹤0.01%	1352
2025 Q4	$252K	Sell	3,123 -104	-3%	-$8.27K	﹤0.01%	1331
2025 Q3	$253K	Buy	3,227 +8	+0.2%	+$603	﹤0.01%	1326
2025 Q2	$234K	Sell	3,219 -75	-2%	-$5.04K	﹤0.01%	1323
2025 Q1	$217K	Buy	3,294 +115	+4%	+$7.95K	﹤0.01%	1274
2024 Q4	$219K	Buy	+3,179	New	+$220K	﹤0.01%	1376

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

Choreo LLC's SPYM Position: Q1 2026 in Review

Choreo LLC increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.4% in Q1 2026, buying an estimated $13.4K and bringing the position to 3,291 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #1352.

Choreo LLC first reported a position in SPYM in Q4 2024 and has held it in 6 quarters since. The position peaked at $253K in Q3 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Choreo LLC held 3,291 shares of State Street SPDR Portfolio S&P 500 ETF worth $252K as of Q1 2026.
Choreo LLC bought 168 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $13.4K.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Choreo LLC's portfolio in Q1 2026, its #1352 holding.
Choreo LLC first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
Choreo LLC's State Street SPDR Portfolio S&P 500 ETF position peaked at $253K 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 Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.