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

Darwin 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	$143K	Buy	1,867 +3	+0.2%	+$240	0.04%	153
2025 Q4	$150K	Buy	1,864 +291	+18%	+$23.1K	0.05%	145
2025 Q3	$123K	Buy	1,573 +264	+20%	+$19.9K	0.04%	159
2025 Q2	$95.2K	Sell	1,309 -20	-2%	-$1.34K	0.03%	169
2025 Q1	$91.6K	Hold	1,329	–	–	0.03%	184
2024 Q4	$91.6K	Sell	1,329 -996	-43%	-$69K	0.03%	184
2024 Q3	$157K	Buy	+2,325	New	+$151K	0.04%	161
2021 Q4	–	Sell	-4,344	Closed	-$219K	–	182
2021 Q3	$219K	Sell	4,344 -62	-1%	-$3.22K	0.04%	159
2021 Q2	$222K	Sell	4,406 -1,305	-23%	-$64K	0.04%	165
2021 Q1	$266K	Sell	5,711 -2,731	-32%	-$124K	0.05%	143
2020 Q4	$371K	Sell	8,442 -7,555	-47%	-$315K	0.07%	125
2020 Q3	$629K	Sell	15,997 -40,259	-72%	-$1.57M	0.14%	91
2020 Q2	$2.04M	Sell	56,256 -7,178	-11%	-$247K	0.52%	57
2020 Q1	$1.92M	Buy	63,434 +11,415	+22%	+$410K	0.61%	51
2019 Q4	$1.97M	Buy	52,019 +8,643	+20%	+$313K	0.52%	69
2019 Q3	$1.51M	Buy	43,376 +8,864	+26%	+$308K	0.45%	72
2019 Q2	$1.19M	Buy	34,512 +10,834	+46%	+$367K	0.37%	76
2019 Q1	$787K	Buy	+23,678	New	+$756K	0.26%	80
2018 Q4	–	Sell	-6,490	Closed	-$213K	–	124
2018 Q3	$213K	Buy	+6,490	New	+$217K	0.12%	118

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

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

Darwin Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.16% in Q1 2026, buying an estimated $240 and bringing the position to 1,867 shares worth $143K. The position accounts for 0.04% of the portfolio, ranked #153.

Darwin Wealth Management first reported a position in SPYM in Q3 2018 and has held it in 19 quarters since. The position peaked at $2.04M in Q2 2020. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Darwin Wealth Management held 1,867 shares of State Street SPDR Portfolio S&P 500 ETF worth $143K as of Q1 2026.
Darwin Wealth Management bought 3 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $240.
State Street SPDR Portfolio S&P 500 ETF made up 0.04% of Darwin Wealth Management's portfolio in Q1 2026, its #153 holding.
Darwin Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2018 and has held it in 19 quarters since.
Darwin Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.04M in Q2 2020.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.