Claro Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Claro Advisors’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	$562K	Buy	7,341 +2,739	+60%	+$219K	0.07%	221
2025 Q4	$369K	Sell	4,602 -15	-0.3%	-$1.19K	0.05%	280
2025 Q3	$362K	Buy	4,617 +2	+0%	+$151	0.05%	281
2025 Q2	$335K	Buy	4,615 +1,270	+38%	+$85.4K	0.06%	268
2025 Q1	$220K	Sell	3,345 -58	-2%	-$4.01K	0.03%	457
2024 Q4	$235K	Sell	3,403 -301	-8%	-$20.9K	0.03%	421
2024 Q3	$250K	Buy	+3,704	New	+$241K	0.03%	426

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

Claro Advisors's SPYM Position: Q1 2026 in Review

Claro Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 60% in Q1 2026, buying an estimated $219K and bringing the position to 7,341 shares worth $562K. The position accounts for 0.07% of the portfolio, ranked #221.

Claro Advisors first reported a position in SPYM in Q3 2024 and has held it in 7 quarters since. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Claro Advisors held 7,341 shares of State Street SPDR Portfolio S&P 500 ETF worth $562K as of Q1 2026.
Claro Advisors bought 2,739 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $219K.
State Street SPDR Portfolio S&P 500 ETF made up 0.07% of Claro Advisors's portfolio in Q1 2026, its #221 holding.
Claro Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and has held it in 7 quarters since.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.