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

Cresset Asset 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	$318K	Buy	4,151 +631	+18%	+$50.5K	﹤0.01%	1244
2025 Q4	$282K	Buy	3,520 +309	+10%	+$24.6K	﹤0.01%	1328
2025 Q3	$252K	Buy	+3,211	New	+$242K	﹤0.01%	1322
2025 Q2	–	Sell	-11,773	Closed	-$774K	–	1748
2025 Q1	$774K	Buy	11,773 +4,438	+61%	+$307K	﹤0.01%	877
2024 Q4	$506K	Buy	+7,335	New	+$508K	﹤0.01%	1077
2023 Q4	–	Sell	-7,596	Closed	-$382K	–	1917
2023 Q3	$382K	Hold	7,596	–	–	﹤0.01%	1320
2023 Q2	$396K	Sell	7,596 -3	-0%	-$148	﹤0.01%	1392
2023 Q1	$366K	Sell	7,599 -191	-2%	-$8.96K	0.01%	571
2022 Q4	$350K	Buy	+7,790	New	+$352K	﹤0.01%	500

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 $424B AUM 22.94% 1-Year Est. Return

Cresset Asset Management's SPYM Position: Q1 2026 in Review

Cresset Asset Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 18% in Q1 2026, buying an estimated $50.5K and bringing the position to 4,151 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1244.

Cresset Asset Management first reported a position in SPYM in Q4 2022 and has held it in 9 quarters since. The position peaked at $774K in Q1 2025. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Cresset Asset Management held 4,151 shares of State Street SPDR Portfolio S&P 500 ETF worth $318K as of Q1 2026.
Cresset Asset Management bought 631 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $50.5K.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q1 2026, its #1244 holding.
Cresset Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 9 quarters since.
Cresset Asset Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $774K in Q1 2025.
1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.