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

Defined 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	$754K	Buy	9,845 +932	+10%	+$74.5K	0.44%	56
2025 Q4	$715K	Buy	8,913 +985	+12%	+$78.3K	0.41%	57
2025 Q3	$621K	Buy	7,928 +358	+5%	+$27K	0.36%	62
2025 Q2	$550K	Buy	7,570 +1,170	+18%	+$78.7K	0.34%	62
2025 Q1	$421K	Buy	6,400 +766	+14%	+$53K	0.28%	82
2024 Q4	$388K	Sell	5,634 -86	-2%	-$5.96K	0.26%	84
2024 Q3	$386K	Buy	5,720 +222	+4%	+$14.4K	0.25%	86
2024 Q2	$352K	Buy	5,498 +179	+3%	+$11K	0.24%	89
2024 Q1	$327K	Buy	+5,319	New	+$312K	0.24%	91

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

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

Defined Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 10% in Q1 2026, buying an estimated $74.5K and bringing the position to 9,845 shares worth $754K. The position accounts for 0.44% of the portfolio, ranked #56.

Defined Wealth Management first reported a position in SPYM in Q1 2024 and has held it in 9 quarters since. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Defined Wealth Management held 9,845 shares of State Street SPDR Portfolio S&P 500 ETF worth $754K as of Q1 2026.
Defined Wealth Management bought 932 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $74.5K.
State Street SPDR Portfolio S&P 500 ETF made up 0.44% of Defined Wealth Management's portfolio in Q1 2026, its #56 holding.
Defined Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 9 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 Defined Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.