CVA Family Office’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

CVA Family Office’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	$67.3K	Hold	879	–	–	0.01%	539
2025 Q4	$70.5K	Hold	879	–	–	0.01%	496
2025 Q3	$68.9K	Buy	879 +829	+1,658%	+$62.5K	0.01%	492
2025 Q2	$3.63K	Hold	50	–	–	﹤0.01%	927
2025 Q1	$3.29K	Sell	50 -140	-74%	-$9.68K	﹤0.01%	950
2024 Q4	$13.1K	Hold	190	–	–	﹤0.01%	746
2024 Q3	$12.8K	Hold	190	–	–	﹤0.01%	721
2024 Q2	$12.2K	Sell	190 -43	-18%	-$2.65K	﹤0.01%	710
2024 Q1	$14.3K	Buy	+233	New	+$13.6K	﹤0.01%	698

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

CVA Family Office's SPYM Position: Q1 2026 in Review

CVA Family Office held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q1 2026 at 879 shares worth $67.3K. The position accounts for 0.01% of the portfolio, ranked #539.

CVA Family Office first reported a position in SPYM in Q1 2024 and has held it in 9 quarters since. The position peaked at $70.5K in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

CVA Family Office held 879 shares of State Street SPDR Portfolio S&P 500 ETF worth $67.3K as of Q1 2026.
CVA Family Office 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 0.01% of CVA Family Office's portfolio in Q1 2026, its #539 holding.
CVA Family Office first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
CVA Family Office's State Street SPDR Portfolio S&P 500 ETF position peaked at $70.5K in Q4 2025.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.