CF
SPYM

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

Claris 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 		$262K Hold
3,417
– – 0.14% 143
2025
Q4 		$274K Sell
3,417
-1,843
-35% -$147K 0.15% 137
2025
Q3 		$412K Buy
5,260
+26
+0.5% +$1.96K 0.23% 96
2025
Q2 		$380K Hold
5,234
– – 0.29% 86
2025
Q1 		$361K Hold
5,234
– – 0.24% 97
2024
Q4 		$361K Buy
+5,234
New +$363K 0.24% 97

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Claris Financial's SPYM Position: Q1 2026 in Review

Claris Financial held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q1 2026 at 3,417 shares worth $262K. The position accounts for 0.14% of the portfolio, ranked #143.

Claris Financial first reported a position in SPYM in Q4 2024 and has held it in 6 quarters since. The position peaked at $412K in Q3 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Claris Financial held 3,417 shares of State Street SPDR Portfolio S&P 500 ETF worth $262K as of Q1 2026.
  • Claris Financial left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.14% of Claris Financial's portfolio in Q1 2026, its #143 holding.
  • Claris Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • Claris Financial's State Street SPDR Portfolio S&P 500 ETF position peaked at $412K 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 Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.