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

Coordinated Financial Services’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	$765K	Buy	9,990 +18	+0.2%	+$1.44K	0.44%	69
2025 Q4	$800K	Buy	9,972 +12	+0.1%	+$954	0.46%	68
2025 Q3	$780K	Buy	9,960 +23	+0.2%	+$1.74K	0.5%	62
2025 Q2	$722K	Buy	9,937 +22	+0.2%	+$1.48K	0.5%	64
2025 Q1	$652K	Buy	9,915 +24	+0.2%	+$1.66K	0.5%	63
2024 Q4	$682K	Buy	+9,891	New	+$686K	0.53%	55
2024 Q2	$630K	Buy	9,842 +25	+0.3%	+$1.54K	0.54%	52
2024 Q1	$604K	Buy	+9,817	New	+$575K	0.53%	52

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

Coordinated Financial Services's SPYM Position: Q1 2026 in Review

Coordinated Financial Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.18% in Q1 2026, buying an estimated $1.44K and bringing the position to 9,990 shares worth $765K. The position accounts for 0.44% of the portfolio, ranked #69.

Coordinated Financial Services first reported a position in SPYM in Q1 2024 and has held it in 8 quarters since. The position peaked at $800K in Q4 2025. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Coordinated Financial Services held 9,990 shares of State Street SPDR Portfolio S&P 500 ETF worth $765K as of Q1 2026.
Coordinated Financial Services bought 18 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $1.44K.
State Street SPDR Portfolio S&P 500 ETF made up 0.44% of Coordinated Financial Services's portfolio in Q1 2026, its #69 holding.
Coordinated Financial Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 8 quarters since.
Coordinated Financial Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $800K 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 Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.