CFG
SPYM

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

Copley Financial Group’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 		$816K Sell
10,661
-383
-3% -$30.6K 0.49% 28
2025
Q4 		$886K Sell
11,044
-436
-4% -$34.7K 0.55% 26
2025
Q3 		$899K Sell
11,480
-914
-7% -$68.9K 0.62% 24
2025
Q2 		$901K Sell
12,394
-737
-6% -$49.6K 0.67% 23
2025
Q1 		$863K Sell
13,131
-5,094
-28% -$352K 0.66% 23
2024
Q4 		$1.26M Buy
18,225
+5,039
+38% +$349K 0.96% 18
2024
Q3 		$890K Buy
+13,186
New +$858K 0.81% 16

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

Copley Financial Group's SPYM Position: Q1 2026 in Review

Copley Financial Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.5% in Q1 2026, selling an estimated $30.6K and leaving 10,661 shares worth $816K. The position accounts for 0.49% of the portfolio, ranked #28.

Copley Financial Group first reported a position in SPYM in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.26M in Q4 2024. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Copley Financial Group held 10,661 shares of State Street SPDR Portfolio S&P 500 ETF worth $816K as of Q1 2026.
  • Copley Financial Group sold 383 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $30.6K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.49% of Copley Financial Group's portfolio in Q1 2026, its #28 holding.
  • Copley Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and has held it in 7 quarters since.
  • Copley Financial Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.26M in Q4 2024.
  • 1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Copley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.