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

Clear Point 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	–	Sell	-17,140	Closed	-$1.37M	–	132
2025 Q4	$1.37M	Buy	17,140 +18	+0.1%	+$1.43K	1.07%	20
2025 Q3	$1.34M	Buy	17,122 +245	+1%	+$18.5K	1.04%	22
2025 Q2	$1.23M	Buy	16,877 +18	+0.1%	+$1.21K	1.03%	24
2025 Q1	$1.11M	Buy	16,859 +20	+0.1%	+$1.38K	1%	26
2024 Q4	$1.16M	Sell	16,839 -5	-0%	-$347	0.99%	26
2024 Q3	$1.14M	Buy	16,844 +2	+0%	+$130	0.88%	26
2024 Q2	$1.08M	Sell	16,842 -5	-0%	-$308	0.89%	26
2024 Q1	$1.04M	Buy	16,847 +2	+0%	+$117	0.85%	32
2023 Q4	$942K	Buy	+16,845	New	+$883K	0.83%	31

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 Point Advisors's SPYM Position: Q1 2026 in Review

Clear Point Advisors sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2026, closing a stake of 17,140 shares — an estimated $1.37M sold.

Clear Point Advisors first reported a position in SPYM in Q4 2023 and held it in 9 quarters. The position peaked at $1.37M in Q4 2025. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Clear Point Advisors reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
Clear Point Advisors sold 17,140 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $1.37M.
Clear Point Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and held it in 9 quarters.
Clear Point Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.37M in Q4 2025.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.