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

CreativeOne Wealth’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	$25.7M	Buy	335,348 +194,633	+138%	+$15.6M	0.6%	34
2025 Q4	$11.3M	Buy	140,715 +806	+0.6%	+$64.1K	0.27%	66
2025 Q3	$11M	Buy	139,909 +4,912	+4%	+$371K	0.27%	71
2025 Q2	$9.81M	Sell	134,997 -189,772	-58%	-$12.8M	0.26%	73
2025 Q1	$21.4M	Sell	324,769 -198,270	-38%	-$13.7M	0.64%	31
2024 Q4	$36.1M	Sell	523,039 -24,357	-4%	-$1.69M	1.1%	15
2024 Q3	$37M	Buy	547,396 +22,150	+4%	+$1.44M	1.26%	12
2024 Q2	$33.6M	Sell	525,246 -397,790	-43%	-$24.5M	1.7%	6
2024 Q1	$56.8M	Sell	923,036 -69,385	-7%	-$4.06M	2.26%	5
2023 Q4	$55.5M	Buy	992,421 +189,214	+24%	+$9.91M	3.55%	3
2023 Q3	$40.4M	Sell	803,207 -44,163	-5%	-$2.31M	2.9%	5
2023 Q2	$44.2M	Buy	847,370 +37,440	+5%	+$1.85M	2.06%	8
2023 Q1	$39M	Sell	809,930 -105,485	-12%	-$4.95M	1.92%	8
2022 Q4	$41.2M	Sell	915,415 -12,394	-1%	-$560K	2.27%	6
2022 Q3	$39M	Buy	927,809 +127,491	+16%	+$5.95M	2.34%	6
2022 Q2	$35.5M	Buy	800,318 +86,680	+12%	+$4.18M	1.92%	11
2022 Q1	$37.9M	Buy	713,638 +219,757	+44%	+$11.5M	1.96%	10
2021 Q4	$27.6M	Buy	493,881 +166,643	+51%	+$9M	1.36%	15
2021 Q3	$16.5M	Buy	327,238 +44,018	+16%	+$2.28M	0.97%	20
2021 Q2	$14.3M	Buy	283,220 +267,503	+1,702%	+$13.1M	0.88%	26
2021 Q1	$732K	Sell	15,717 -20,763	-57%	-$942K	0.06%	254
2020 Q4	$1.6M	Sell	36,480 -16,397	-31%	-$684K	0.13%	125
2020 Q3	$2.08M	Sell	52,877 -31,810	-38%	-$1.24M	0.29%	59
2020 Q2	$3.07M	Sell	84,687 -27,181	-24%	-$935K	0.48%	38
2020 Q1	$3.38M	Buy	111,868 +178	+0.2%	+$6.39K	0.65%	28
2019 Q4	$4.22M	Buy	111,690 +31,439	+39%	+$1.14M	0.71%	27
2019 Q3	$2.8M	Buy	80,251 +66,686	+492%	+$2.32M	0.54%	36
2019 Q2	$469K	Buy	+13,565	New	+$460K	0.1%	92

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

CreativeOne Wealth's SPYM Position: Q1 2026 in Review

CreativeOne Wealth increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 138% in Q1 2026, buying an estimated $15.6M and bringing the position to 335,348 shares worth $25.7M. The position accounts for 0.6% of the portfolio, ranked #34.

CreativeOne Wealth first reported a position in SPYM in Q2 2019 and has held it in 28 quarters since. The position peaked at $56.8M in Q1 2024. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

CreativeOne Wealth held 335,348 shares of State Street SPDR Portfolio S&P 500 ETF worth $25.7M as of Q1 2026.
CreativeOne Wealth bought 194,633 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $15.6M.
State Street SPDR Portfolio S&P 500 ETF made up 0.6% of CreativeOne Wealth's portfolio in Q1 2026, its #34 holding.
CreativeOne Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2019 and has held it in 28 quarters since.
CreativeOne Wealth's State Street SPDR Portfolio S&P 500 ETF position peaked at $56.8M in Q1 2024.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.