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

Clear Creek Financial 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	$39.9M	Sell	521,158 -163,129	-24%	-$13M	3.06%	1
2025 Q4	$54.9M	Buy	684,287 +84,890	+14%	+$6.75M	4.48%	1
2025 Q3	$47M	Sell	599,397 -3,907	-0.6%	-$295K	4.07%	1
2025 Q2	$43.9M	Sell	603,304 -231,571	-28%	-$15.6M	4.17%	1
2025 Q1	$54.9M	Buy	834,875 +229,101	+38%	+$15.8M	5.69%	1
2024 Q4	$41.8M	Sell	605,774 -23,001	-4%	-$1.59M	4.51%	1
2024 Q3	$42.4M	Sell	628,775 -161,146	-20%	-$10.5M	4.81%	1
2024 Q2	$50.6M	Buy	789,921 +108,008	+16%	+$6.65M	6.13%	1
2024 Q1	$42M	Sell	681,913 -89,194	-12%	-$5.22M	5.37%	1
2023 Q4	$43.1M	Buy	771,107 +374,763	+95%	+$19.6M	6.84%	1
2023 Q3	$19.9M	Sell	396,344 -115,092	-23%	-$6.02M	3.49%	5
2023 Q2	$26.7M	Sell	511,436 -44,238	-8%	-$2.18M	4.62%	2
2023 Q1	$26.8M	Buy	555,674 +257,029	+86%	+$12.1M	5.08%	2
2022 Q4	$13.4M	Buy	298,645 +16,944	+6%	+$766K	2.95%	4
2022 Q3	$11.8M	Sell	281,701 -130,368	-32%	-$6.09M	2.61%	5
2022 Q2	$18.3M	Sell	412,069 -90,712	-18%	-$4.37M	3.83%	2
2022 Q1	$26.7M	Sell	502,781 -73,628	-13%	-$3.86M	4.19%	2
2021 Q4	$32.2M	Buy	576,409 +160,026	+38%	+$8.64M	4.84%	1
2021 Q3	$21M	Buy	416,383 +156,825	+60%	+$8.13M	3.38%	2
2021 Q2	$13.1M	Buy	259,558 +221,363	+580%	+$10.9M	2.02%	9
2021 Q1	$1.86M	Sell	38,195 -349,909	-90%	-$15.9M	3.73%	10
2020 Q4	$17.1M	Buy	+388,104	New	+$16.2M	3.29%	2
2020 Q3	–	Sell	-556,516	Closed	-$20.2M	–	238
2020 Q2	$20.2M	Sell	556,516 -32,779	-6%	-$1.13M	5.23%	4
2020 Q1	$19.5M	Sell	589,295 -351,252	-37%	-$12.6M	7.41%	3
2019 Q4	$36.2M	Buy	940,547 +101,109	+12%	+$3.66M	14.23%	1
2019 Q3	$30.4M	Sell	839,438 -306,902	-27%	-$10.7M	14.74%	1
2019 Q2	$39.6M	Buy	+1,146,340	New	+$38.9M	16.96%	1

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

Clear Creek Financial Management's SPYM Position: Q1 2026 in Review

Clear Creek Financial Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 24% in Q1 2026, selling an estimated $13M and leaving 521,158 shares worth $39.9M. The position accounts for 3.06% of the portfolio, ranked #1.

Clear Creek Financial Management first reported a position in SPYM in Q2 2019 and has held it in 27 quarters since. The position peaked at $54.9M in Q1 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Clear Creek Financial Management held 521,158 shares of State Street SPDR Portfolio S&P 500 ETF worth $39.9M as of Q1 2026.
Clear Creek Financial Management sold 163,129 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $13M.
State Street SPDR Portfolio S&P 500 ETF made up 3.06% of Clear Creek Financial Management's portfolio in Q1 2026, its #1 holding.
Clear Creek Financial Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2019 and has held it in 27 quarters since.
Clear Creek Financial Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $54.9M in Q1 2025.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.