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 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 $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

Crescent Grove Advisors's SPYM Position: Q1 2026 in Review

Crescent Grove Advisors held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q1 2026 at 2,929 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #274.

Crescent Grove Advisors first reported a position in SPYM in Q4 2024 and has held it in 5 quarters since. The position peaked at $235K in Q4 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Crescent Grove Advisors held 2,929 shares of State Street SPDR Portfolio S&P 500 ETF worth $224K as of Q1 2026.
Crescent Grove Advisors left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Crescent Grove Advisors's portfolio in Q1 2026, its #274 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 5 quarters since.
Crescent Grove Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $235K in Q4 2025.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.