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

Convergence Financial’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	$11.7M	Buy	152,498 +50,815	+50%	+$4.06M	1.24%	20
2025 Q4	$8.16M	Buy	101,683 +2,569	+3%	+$204K	1.19%	24
2025 Q3	$7.76M	Sell	99,114 -71,782	-42%	-$5.41M	1.17%	24
2025 Q2	$12.4M	Buy	170,896 +8,158	+5%	+$549K	2.14%	14
2025 Q1	$10.7M	Buy	162,738 +69,304	+74%	+$4.79M	2.1%	15
2024 Q4	$6.44M	Sell	93,434 -19,078	-17%	-$1.32M	1.28%	22
2024 Q3	$7.6M	Buy	112,512 +2,528	+2%	+$164K	1.61%	18
2024 Q2	$7.04M	Buy	109,984 +25,347	+30%	+$1.56M	1.86%	16
2024 Q1	$5.21M	Buy	84,637 +48,866	+137%	+$2.86M	2.15%	14
2023 Q4	$2M	Buy	35,771 +13,642	+62%	+$715K	0.89%	17
2023 Q3	$1.11M	Buy	22,129 +1,730	+8%	+$90.5K	0.66%	15
2023 Q2	$1.06M	Buy	20,399 +7,070	+53%	+$349K	0.65%	15
2023 Q1	$642K	Sell	13,329 -4,328	-25%	-$203K	0.47%	16
2022 Q4	$794K	Buy	17,657 +8,214	+87%	+$371K	0.7%	14
2022 Q3	$397K	Buy	9,443 +310	+3%	+$14.5K	0.43%	14
2022 Q2	$405K	Buy	9,133 +63	+0.7%	+$3.04K	0.42%	16
2022 Q1	$482K	Sell	9,070 -23,800	-72%	-$1.25M	0.52%	14
2021 Q4	$1.84M	Buy	+32,870	New	+$1.77M	1.91%	9

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

Convergence Financial's SPYM Position: Q1 2026 in Review

Convergence Financial increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 50% in Q1 2026, buying an estimated $4.06M and bringing the position to 152,498 shares worth $11.7M. The position accounts for 1.24% of the portfolio, ranked #20.

Convergence Financial first reported a position in SPYM in Q4 2021 and has held it in 18 quarters since. The position peaked at $12.4M in Q2 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Convergence Financial held 152,498 shares of State Street SPDR Portfolio S&P 500 ETF worth $11.7M as of Q1 2026.
Convergence Financial bought 50,815 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $4.06M.
State Street SPDR Portfolio S&P 500 ETF made up 1.24% of Convergence Financial's portfolio in Q1 2026, its #20 holding.
Convergence Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
Convergence Financial's State Street SPDR Portfolio S&P 500 ETF position peaked at $12.4M in Q2 2025.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.