Curtis Advisory Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Curtis Advisory Group’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	$17.6M	Buy	229,338 +5,950	+3%	+$476K	3.78%	5
2025 Q4	$17.9M	Sell	223,388 -55,099	-20%	-$4.38M	3.76%	6
2025 Q3	$21.8M	Sell	278,487 -25,392	-8%	-$1.92M	4.95%	5
2025 Q2	$22.1M	Buy	+303,879	New	+$20.4M	5.55%	4
2025 Q1	–	Sell	-67,392	Closed	-$4.65M	–	102
2024 Q4	$4.65M	Sell	67,392 -14,913	-18%	-$1.03M	1.23%	23
2024 Q3	$5.56M	Sell	82,305 -15,633	-16%	-$1.02M	1.58%	17
2024 Q2	$6.27M	Buy	97,938 +73,386	+299%	+$4.52M	2.21%	11
2024 Q1	$1.51M	Sell	24,552 -19,143	-44%	-$1.12M	0.58%	33
2023 Q4	$2.44M	Buy	+43,695	New	+$2.29M	1.11%	23

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

Curtis Advisory Group's SPYM Position: Q1 2026 in Review

Curtis Advisory Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.7% in Q1 2026, buying an estimated $476K and bringing the position to 229,338 shares worth $17.6M. The position accounts for 3.78% of the portfolio, ranked #5.

Curtis Advisory Group first reported a position in SPYM in Q4 2023 and has held it in 9 quarters since. The position peaked at $22.1M in Q2 2025. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Curtis Advisory Group held 229,338 shares of State Street SPDR Portfolio S&P 500 ETF worth $17.6M as of Q1 2026.
Curtis Advisory Group bought 5,950 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $476K.
State Street SPDR Portfolio S&P 500 ETF made up 3.78% of Curtis Advisory Group's portfolio in Q1 2026, its #5 holding.
Curtis Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 9 quarters since.
Curtis Advisory Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $22.1M in Q2 2025.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Curtis Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.