Destiny Capital’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Destiny Capital’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	$642K	Sell	8,392 -2,045	-20%	-$164K	0.34%	31
2025 Q4	$837K	Sell	10,437 -1,162	-10%	-$92.4K	0.43%	28
2025 Q3	$909K	Sell	11,599 -426	-4%	-$32.1K	0.5%	25
2025 Q2	$874K	Buy	12,025 +310	+3%	+$20.8K	0.53%	24
2025 Q1	$770K	Buy	11,715 +2,078	+22%	+$144K	0.53%	25
2024 Q4	$664K	Buy	9,637 +1	+0%	+$69	0.4%	29
2024 Q3	$646K	Sell	9,636 -730	-7%	-$47.5K	0.4%	30
2024 Q2	$663K	Sell	10,366 -399	-4%	-$24.6K	0.45%	29
2024 Q1	$662K	Sell	10,765 -1,334	-11%	-$78.1K	0.46%	28
2023 Q4	$676K	Buy	+12,099	New	+$634K	0.47%	29
2023 Q2	$799K	Sell	15,339 -143	-0.9%	-$7.06K	0.62%	24
2023 Q1	$745K	Buy	15,482 +1	+0%	+$47	0.61%	24
2022 Q4	$741K	Buy	+15,481	New	+$700K	0.61%	24

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

Destiny Capital's SPYM Position: Q1 2026 in Review

Destiny Capital reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 20% in Q1 2026, selling an estimated $164K and leaving 8,392 shares worth $642K. The position accounts for 0.34% of the portfolio, ranked #31.

Destiny Capital first reported a position in SPYM in Q4 2022 and has held it in 13 quarters since. The position peaked at $909K in Q3 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Destiny Capital held 8,392 shares of State Street SPDR Portfolio S&P 500 ETF worth $642K as of Q1 2026.
Destiny Capital sold 2,045 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $164K.
State Street SPDR Portfolio S&P 500 ETF made up 0.34% of Destiny Capital's portfolio in Q1 2026, its #31 holding.
Destiny Capital first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 13 quarters since.
Destiny Capital's State Street SPDR Portfolio S&P 500 ETF position peaked at $909K in Q3 2025.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Destiny Capital's 13F filing for Q1 2026, filed 12 May 2026.