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

Clark Capital Management Group’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	$592M	Buy	7,737,467 +287,619	+4%	+$23M	3.65%	2
2025 Q4	$598M	Sell	7,449,848 -221,438	-3%	-$17.6M	3.67%	2
2025 Q3	$601M	Buy	7,671,286 +89,694	+1%	+$6.77M	3.76%	2
2025 Q2	$551M	Buy	7,581,592 +231,161	+3%	+$15.5M	3.82%	2
2025 Q1	$483M	Buy	7,350,431 +234,302	+3%	+$16.2M	3.47%	3
2024 Q4	$491M	Buy	7,116,129 +689,476	+11%	+$47.8M	3.43%	3
2024 Q3	$434M	Buy	6,426,653 +292,876	+5%	+$19M	2.97%	3
2024 Q2	$393M	Buy	6,133,777 +250,543	+4%	+$15.4M	2.89%	3
2024 Q1	$362M	Buy	5,883,234 +172,097	+3%	+$10.1M	2.7%	3
2023 Q4	$319M	Sell	5,711,137 -119,806	-2%	-$6.28M	2.61%	3
2023 Q3	$293M	Buy	5,830,943 +229,778	+4%	+$12M	2.93%	3
2023 Q2	$292M	Buy	+5,601,165	New	+$276M	2.61%	4
2023 Q1	–	Sell	-6,061,309	Closed	-$273M	–	372
2022 Q4	$273M	Buy	6,061,309 +6,055,657	+107,142%	+$274M	2.51%	4
2022 Q3	$237K	Sell	5,652 -280	-5%	-$13.1K	﹤0.01%	325
2022 Q2	$263K	Sell	5,932 -2,400,780	-100%	-$116M	﹤0.01%	299
2022 Q1	$128M	Sell	2,406,712 -1,722,160	-42%	-$90.2M	1.43%	9
2021 Q4	$231M	Buy	4,128,872 +795,607	+24%	+$43M	2.83%	4
2021 Q3	$168M	Buy	3,333,265 +557,484	+20%	+$28.9M	2.3%	6
2021 Q2	$140M	Buy	2,775,781 +616,516	+29%	+$30.3M	1.96%	5
2021 Q1	$101M	Buy	2,159,265 +1,089,556	+102%	+$49.4M	1.53%	7
2020 Q4	$47M	Buy	1,069,709 +626,471	+141%	+$26.1M	0.78%	27
2020 Q3	$17.4M	Buy	+443,238	New	+$17.3M	0.33%	133
2020 Q2	–	Sell	-261,903	Closed	-$7.92M	–	336
2020 Q1	$7.92M	Sell	261,903 -1,466	-0.6%	-$52.6K	0.2%	122
2019 Q4	$9.96M	Sell	263,369 -27,822	-10%	-$1.01M	0.21%	123
2019 Q3	$10.1M	Buy	+291,191	New	+$10.1M	0.23%	121

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

Clark Capital Management Group's SPYM Position: Q1 2026 in Review

Clark Capital Management Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.9% in Q1 2026, buying an estimated $23M and bringing the position to 7,737,467 shares worth $592M. The position accounts for 3.65% of the portfolio, ranked #2.

Clark Capital Management Group first reported a position in SPYM in Q3 2019 and has held it in 25 quarters since. The position peaked at $601M in Q3 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Clark Capital Management Group held 7,737,467 shares of State Street SPDR Portfolio S&P 500 ETF worth $592M as of Q1 2026.
Clark Capital Management Group bought 287,619 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $23M.
State Street SPDR Portfolio S&P 500 ETF made up 3.65% of Clark Capital Management Group's portfolio in Q1 2026, its #2 holding.
Clark Capital Management Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2019 and has held it in 25 quarters since.
Clark Capital Management Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $601M in Q3 2025.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Clark Capital Management Group's 13F filing for Q1 2026, filed 15 May 2026.