Dearborn Partners’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Dearborn Partners’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	$5.84M	Buy	76,262 +16,280	+27%	+$1.3M	0.32%	67
2025 Q4	$4.81M	Buy	59,982 +13,575	+29%	+$1.08M	0.24%	70
2025 Q3	$3.64M	Buy	46,407 +2,675	+6%	+$202K	0.17%	75
2025 Q2	$3.18M	Buy	43,732 +6,703	+18%	+$451K	0.15%	81
2025 Q1	$2.44M	Buy	37,029 +1,850	+5%	+$128K	0.12%	83
2024 Q4	$2.43M	Buy	35,179 +10,353	+42%	+$718K	0.1%	84
2024 Q3	$1.68M	Buy	24,826 +1,887	+8%	+$123K	0.07%	93
2024 Q2	$1.47M	Buy	+22,939	New	+$1.41M	0.06%	99

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

Dearborn Partners's SPYM Position: Q1 2026 in Review

Dearborn Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 27% in Q1 2026, buying an estimated $1.3M and bringing the position to 76,262 shares worth $5.84M. The position accounts for 0.32% of the portfolio, ranked #67.

Dearborn Partners first reported a position in SPYM in Q2 2024 and has held it in 8 quarters since. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Dearborn Partners held 76,262 shares of State Street SPDR Portfolio S&P 500 ETF worth $5.84M as of Q1 2026.
Dearborn Partners bought 16,280 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $1.3M.
State Street SPDR Portfolio S&P 500 ETF made up 0.32% of Dearborn Partners's portfolio in Q1 2026, its #67 holding.
Dearborn Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Dearborn Partners's 13F filing for Q1 2026, filed 12 May 2026.