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

Dakota Wealth 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	$3.68M	Buy	48,014 +2,239	+5%	+$179K	0.08%	208
2025 Q4	$3.67M	Buy	45,775 +2,214	+5%	+$176K	0.07%	211
2025 Q3	$3.41M	Buy	43,561 +2,283	+6%	+$172K	0.07%	193
2025 Q2	$3M	Buy	41,278 +315	+0.8%	+$21.2K	0.06%	213
2025 Q1	$2.69M	Buy	40,963 +4,497	+12%	+$311K	0.06%	221
2024 Q4	$2.51M	Buy	36,466 +3,231	+10%	+$224K	0.06%	233
2024 Q3	$2.24M	Buy	33,235 +3,892	+13%	+$253K	0.05%	254
2024 Q2	$1.88M	Sell	29,343 -1,020	-3%	-$62.8K	0.04%	267
2024 Q1	$1.87M	Sell	30,363 -19,810	-39%	-$1.16M	0.05%	272
2023 Q4	$2.8M	Sell	50,173 -4,933	-9%	-$258K	0.11%	183
2023 Q3	$2.77M	Sell	55,106 -2,822	-5%	-$148K	0.12%	165
2023 Q2	$3.02M	Sell	57,928 -1,192	-2%	-$58.8K	0.14%	139
2023 Q1	$2.85M	Sell	59,120 -78,290	-57%	-$3.67M	0.19%	124
2022 Q4	$6.18M	Sell	137,410 -18,921	-12%	-$855K	0.44%	56
2022 Q3	$6.56M	Buy	156,331 +47,033	+43%	+$2.2M	0.53%	41
2022 Q2	$4.85M	Buy	109,298 +40,300	+58%	+$1.94M	0.45%	62
2022 Q1	$3.67M	Buy	68,998 +15,517	+29%	+$813K	0.3%	101
2021 Q4	$2.99M	Buy	53,481 +16,227	+44%	+$876K	0.32%	85
2021 Q3	$1.88M	Buy	37,254 +8,273	+29%	+$429K	0.22%	118
2021 Q2	$1.46M	Buy	28,981 +2,075	+8%	+$102K	0.17%	128
2021 Q1	$1.25M	Sell	26,906 -2,820	-9%	-$128K	0.16%	132
2020 Q4	$1.31M	Sell	29,726 -4,415	-13%	-$184K	0.17%	129
2020 Q3	$1.34M	Sell	34,141 -11,748	-26%	-$457K	0.21%	104
2020 Q2	$1.66M	Sell	45,889 -608	-1%	-$20.9K	0.28%	93
2020 Q1	$1.41M	Buy	46,497 +6,696	+17%	+$240K	0.31%	86
2019 Q4	$1.5M	Buy	39,801 +1,713	+4%	+$61.9K	0.24%	99
2019 Q3	$1.33M	Buy	+38,088	New	+$1.32M	0.23%	100

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

Dakota Wealth Management's SPYM Position: Q1 2026 in Review

Dakota Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.9% in Q1 2026, buying an estimated $179K and bringing the position to 48,014 shares worth $3.68M. The position accounts for 0.08% of the portfolio, ranked #208.

Dakota Wealth Management first reported a position in SPYM in Q3 2019 and has held it in 27 quarters since. The position peaked at $6.56M in Q3 2022. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Dakota Wealth Management held 48,014 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.68M as of Q1 2026.
Dakota Wealth Management bought 2,239 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $179K.
State Street SPDR Portfolio S&P 500 ETF made up 0.08% of Dakota Wealth Management's portfolio in Q1 2026, its #208 holding.
Dakota Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2019 and has held it in 27 quarters since.
Dakota Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $6.56M in Q3 2022.
1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.