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

CSM 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	$13.3M	Sell	174,083 -11,000	-6%	-$880K	0.33%	83
2025 Q4	$14.8M	Buy	185,083 +15,406	+9%	+$1.23M	0.4%	73
2025 Q3	$13.3M	Sell	169,677 -21,456	-11%	-$1.62M	0.37%	73
2025 Q2	$13.9M	Sell	191,133 -320,796	-63%	-$21.6M	0.41%	70
2025 Q1	$33.7M	Sell	511,929 -12,530	-2%	-$867K	1.84%	13
2024 Q4	$36.2M	Buy	524,459 +194,540	+59%	+$13.5M	1.69%	17
2024 Q3	$22.3M	Sell	329,919 -7,880	-2%	-$512K	1.45%	22
2024 Q2	$21.6M	Sell	337,799 -800	-0.2%	-$49.3K	1.52%	18
2024 Q1	$20.8M	Sell	338,599 -5,120	-1%	-$300K	1.37%	21
2023 Q4	$19.2M	Buy	343,719 +66,544	+24%	+$3.49M	1.38%	18
2023 Q3	$13.9M	Sell	277,175 -6,200	-2%	-$324K	1.21%	19
2023 Q2	$14.8M	Sell	283,375 -9,812	-3%	-$484K	1.12%	22
2023 Q1	$14.1M	Buy	293,187 +185,517	+172%	+$8.7M	1.22%	19
2022 Q4	$4.84M	Sell	107,670 -108,350	-50%	-$4.9M	0.46%	64
2022 Q3	$9.07M	Sell	216,020 -1,800	-0.8%	-$84.1K	0.99%	26
2022 Q2	$9.66M	Hold	217,820	–	–	0.88%	31
2022 Q1	$11.6M	Sell	217,820 -460,426	-68%	-$24.1M	0.79%	35
2021 Q4	$37.9M	Sell	678,246 -14,300	-2%	-$772K	2.51%	9
2021 Q3	$34.9M	Buy	692,546 +19,524	+3%	+$1.01M	2.58%	10
2021 Q2	$33.9M	Buy	+673,022	New	+$33M	2.24%	11

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

CSM Advisors's SPYM Position: Q1 2026 in Review

CSM Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.9% in Q1 2026, selling an estimated $880K and leaving 174,083 shares worth $13.3M. The position accounts for 0.33% of the portfolio, ranked #83.

CSM Advisors first reported a position in SPYM in Q2 2021 and has held it in 20 quarters since. The position peaked at $37.9M in Q4 2021. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

CSM Advisors held 174,083 shares of State Street SPDR Portfolio S&P 500 ETF worth $13.3M as of Q1 2026.
CSM Advisors sold 11,000 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $880K.
State Street SPDR Portfolio S&P 500 ETF made up 0.33% of CSM Advisors's portfolio in Q1 2026, its #83 holding.
CSM Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2021 and has held it in 20 quarters since.
CSM Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $37.9M in Q4 2021.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.