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

Cranbrook 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	$689K	Buy	8,995 +77	+0.9%	+$6.16K	0.14%	73
2025 Q4	$715K	Sell	8,918 -583	-6%	-$46.4K	0.14%	72
2025 Q3	$744K	Buy	9,501 +805	+9%	+$60.7K	0.15%	69
2025 Q2	$632K	Hold	8,696	–	–	0.13%	73
2025 Q1	$572K	Hold	8,696	–	–	0.13%	70
2024 Q4	$600K	Sell	8,696 -800	-8%	-$55.5K	0.14%	71
2024 Q3	$641K	Hold	9,496	–	–	0.15%	71
2024 Q2	$608K	Hold	9,496	–	–	0.15%	64
2024 Q1	$584K	Hold	9,496	–	–	0.15%	62
2023 Q4	$531K	Buy	+9,496	New	+$497K	0.14%	61

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

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

Cranbrook Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.86% in Q1 2026, buying an estimated $6.16K and bringing the position to 8,995 shares worth $689K. The position accounts for 0.14% of the portfolio, ranked #73.

Cranbrook Wealth Management first reported a position in SPYM in Q4 2023 and has held it in 10 quarters since. The position peaked at $744K in Q3 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Cranbrook Wealth Management held 8,995 shares of State Street SPDR Portfolio S&P 500 ETF worth $689K as of Q1 2026.
Cranbrook Wealth Management bought 77 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $6.16K.
State Street SPDR Portfolio S&P 500 ETF made up 0.14% of Cranbrook Wealth Management's portfolio in Q1 2026, its #73 holding.
Cranbrook Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Cranbrook Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $744K in Q3 2025.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.