CWM
SPYM

Compass Wealth Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Compass Wealth 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 		$6.72M Buy
87,820
+9,449
+12% +$756K 1.66% 19
2025
Q4 		$6.29M Buy
78,371
+15,620
+25% +$1.24M 1.57% 22
2025
Q3 		$4.92M Buy
62,751
+1,742
+3% +$131K 1.1% 31
2025
Q2 		$4.43M Sell
61,009
-812
-1% -$54.6K 1.06% 38
2025
Q1 		$4.07M Sell
61,821
-6,602
-10% -$457K 1.04% 37
2024
Q4 		$4.72M Buy
68,423
+6,488
+10% +$450K 1.14% 27
2024
Q3 		$4.18M Sell
61,935
-15
-0% -$975 0.98% 38
2024
Q2 		$3.96M Buy
61,950
+2,342
+4% +$144K 0.98% 36
2024
Q1 		$3.67M Buy
59,608
+14,254
+31% +$835K 0.92% 41
2023
Q4 		$2.54M Buy
45,354
+15,804
+53% +$828K 0.71% 51
2023
Q3 		$1.49M Buy
29,550
+10,328
+54% +$540K 0.47% 69
2023
Q2 		$1M Sell
19,222
-5,363
-22% -$265K 0.3% 87
2023
Q1 		$1.18M Buy
24,585
+3,264
+15% +$153K 0.38% 80
2022
Q4 		$959K Buy
+21,321
New +$964K 0.31% 86

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Compass Wealth Management's SPYM Position: Q1 2026 in Review

Compass Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 12% in Q1 2026, buying an estimated $756K and bringing the position to 87,820 shares worth $6.72M. The position accounts for 1.66% of the portfolio, ranked #19.

Compass Wealth Management first reported a position in SPYM in Q4 2022 and has held it in 14 quarters since. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Compass Wealth Management held 87,820 shares of State Street SPDR Portfolio S&P 500 ETF worth $6.72M as of Q1 2026.
  • Compass Wealth Management bought 9,449 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $756K.
  • State Street SPDR Portfolio S&P 500 ETF made up 1.66% of Compass Wealth Management's portfolio in Q1 2026, its #19 holding.
  • Compass Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Compass Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.