Courier Capital’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Courier Capital’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 Q3	$5.03M	Sell	56,007 -2,965	-5%	-$265K	0.25%	97
2026 Q2	$5.18M	Sell	58,972 -2,383	-4%	-$203K	0.26%	96
2026 Q1	$4.7M	Sell	61,355 -9,803	-14%	-$784K	0.26%	91
2025 Q4	$5.71M	Sell	71,158 -1,320	-2%	-$105K	0.32%	78
2025 Q3	$5.68M	Sell	72,478 -9,661	-12%	-$729K	0.33%	78
2025 Q2	$5.97M	Buy	82,139 +3,004	+4%	+$202K	0.36%	73
2025 Q1	$5.2M	Sell	79,135 -24,015	-23%	-$1.66M	0.34%	76
2024 Q4	$7.11M	Buy	103,150 +17,074	+20%	+$1.18M	0.49%	48
2024 Q3	$5.81M	Sell	86,076 -21,348	-20%	-$1.39M	0.4%	59
2024 Q2	$6.88M	Sell	107,424 -961	-0.9%	-$59.2K	0.55%	44
2024 Q1	$6.67M	Buy	108,385 +18,642	+21%	+$1.09M	0.48%	56
2023 Q4	$5.02M	Buy	89,743 +7,583	+9%	+$397K	0.38%	63
2023 Q3	$4.13M	Sell	82,160 -14,827	-15%	-$776K	0.34%	67
2023 Q2	$5.05M	Buy	+96,987	New	+$4.79M	0.4%	59
2021 Q1	–	Sell	-4,552	Closed	-$200K	–	315
2020 Q4	$200K	Buy	+4,552	New	+$190K	0.02%	295

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Courier Capital's SPYM Position: Q3 2026 in Review

Courier Capital reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5% in Q3 2026, selling an estimated $265K and leaving 56,007 shares worth $5.03M. The position accounts for 0.25% of the portfolio, ranked #97.

Courier Capital first reported a position in SPYM in Q4 2020 and has held it in 15 quarters since. The position peaked at $7.11M in Q4 2024. 1,619 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Courier Capital held 56,007 shares of State Street SPDR Portfolio S&P 500 ETF worth $5.03M as of Q3 2026.
Courier Capital sold 2,965 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $265K.
State Street SPDR Portfolio S&P 500 ETF made up 0.25% of Courier Capital's portfolio in Q3 2026, its #97 holding.
Courier Capital first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 15 quarters since.
Courier Capital's State Street SPDR Portfolio S&P 500 ETF position peaked at $7.11M in Q4 2024.
1,619 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Courier Capital's 13F filing for Q3 2026, filed 13 Oct 2026.