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

Denver 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	$59.1M	Buy	772,538 +11,023	+1%	+$882K	20.34%	1
2025 Q4	$61.1M	Sell	761,515 -12,651	-2%	-$1.01M	21.65%	1
2025 Q3	$60.6M	Buy	774,166 +3,451	+0.4%	+$260K	22.34%	1
2025 Q2	$56M	Buy	770,715 +26,502	+4%	+$1.78M	23.17%	1
2025 Q1	$48.9M	Buy	744,213 +5,556	+0.8%	+$384K	22.32%	1
2024 Q4	$50.9M	Sell	738,657 -4,428	-0.6%	-$307K	22.93%	1
2024 Q3	$50.2M	Buy	743,085 +24,511	+3%	+$1.59M	23.22%	1
2024 Q2	$46M	Buy	718,574 +11,740	+2%	+$723K	23.04%	1
2024 Q1	$43.5M	Buy	706,834 +260,679	+58%	+$15.3M	22.2%	1
2023 Q4	$24.9M	Buy	446,155 +34,543	+8%	+$1.81M	14.11%	1
2023 Q3	$20.7M	Buy	411,612 +149,048	+57%	+$7.8M	13.38%	1
2023 Q2	$13.7M	Buy	262,564 +20,712	+9%	+$1.02M	9.55%	2
2023 Q1	$11.6M	Sell	241,852 -32,721	-12%	-$1.54M	8.09%	2
2022 Q4	$12.3M	Buy	274,573 +4,805	+2%	+$217K	9.22%	1
2022 Q3	$11.3M	Buy	269,768 +41,629	+18%	+$1.94M	10.73%	2
2022 Q2	$10.1M	Buy	+228,139	New	+$11M	10.56%	2
2021 Q4	$6.33M	Buy	+113,415	New	+$6.12M	6.08%	7
2021 Q1	$6.22M	Buy	+117,175	New	+$5.31M	6.56%	6

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

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

Denver Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.4% in Q1 2026, buying an estimated $882K and bringing the position to 772,538 shares worth $59.1M. The position accounts for 20.34% of the portfolio, ranked #1.

Denver Wealth Management first reported a position in SPYM in Q1 2021 and has held it in 18 quarters since. The position peaked at $61.1M in Q4 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Denver Wealth Management held 772,538 shares of State Street SPDR Portfolio S&P 500 ETF worth $59.1M as of Q1 2026.
Denver Wealth Management bought 11,023 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $882K.
State Street SPDR Portfolio S&P 500 ETF made up 20.34% of Denver Wealth Management's portfolio in Q1 2026, its #1 holding.
Denver Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2021 and has held it in 18 quarters since.
Denver Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $61.1M in Q4 2025.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Denver Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.