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

Coastal Bridge 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	$210K	Sell	2,746 -8	-0.3%	-$640	0.01%	418
2025 Q4	$221K	Hold	2,754	–	–	0.02%	418
2025 Q3	$216K	Buy	2,754 +1	+0%	+$75	0.02%	420
2025 Q2	$200K	Buy	+2,753	New	+$185K	0.02%	419

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

Coastal Bridge Advisors's SPYM Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.29% in Q1 2026, selling an estimated $640 and leaving 2,746 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #418.

Coastal Bridge Advisors first reported a position in SPYM in Q2 2025 and has held it in 4 quarters since. The position peaked at $221K in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Coastal Bridge Advisors held 2,746 shares of State Street SPDR Portfolio S&P 500 ETF worth $210K as of Q1 2026.
Coastal Bridge Advisors sold 8 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $640.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Coastal Bridge Advisors's portfolio in Q1 2026, its #418 holding.
Coastal Bridge Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 4 quarters since.
Coastal Bridge Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $221K in Q4 2025.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.