Crescent Grove Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Crescent Grove Advisors’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	$263K	Hold	2,929	–	–	0.02%	276
2026 Q2	$257K	Hold	2,929	–	–	0.02%	258
2026 Q1	$224K	Hold	2,929	–	–	0.02%	274
2025 Q4	$235K	Hold	2,929	–	–	0.02%	270
2025 Q3	$229K	Hold	2,929	–	–	0.02%	267
2025 Q2	$213K	Buy	+2,929	New	+$197K	0.02%	267
2025 Q1	–	Sell	-2,929	Closed	-$202K	–	287
2024 Q4	$202K	Buy	+2,929	New	+$203K	0.02%	268

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

Crescent Grove Advisors's SPYM Position: Q3 2026 in Review

Crescent Grove Advisors held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q3 2026 at 2,929 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #276.

Crescent Grove Advisors first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. 1,619 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Crescent Grove Advisors held 2,929 shares of State Street SPDR Portfolio S&P 500 ETF worth $263K as of Q3 2026.
Crescent Grove Advisors left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Crescent Grove Advisors's portfolio in Q3 2026, its #276 holding.
Crescent Grove Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
1,619 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Crescent Grove Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.