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

DGS Capital 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	$797K	Buy	10,412 +5,127	+97%	+$410K	0.13%	150
2025 Q4	$424K	Buy	5,285 +1,706	+48%	+$136K	0.07%	232
2025 Q3	$280K	Sell	3,579 -815	-19%	-$61.5K	0.05%	298
2025 Q2	$319K	Buy	+4,394	New	+$295K	0.07%	231
2025 Q1	–	Sell	-3,006	Closed	-$207K	–	333
2024 Q4	$207K	Sell	3,006 -27	-0.9%	-$1.87K	0.05%	269
2024 Q3	$205K	Sell	3,033 -119	-4%	-$7.74K	0.06%	273
2024 Q2	$202K	Buy	+3,152	New	+$194K	0.06%	267

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 $424B AUM 22.94% 1-Year Est. Return

DGS Capital Management's SPYM Position: Q1 2026 in Review

DGS Capital Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 97% in Q1 2026, buying an estimated $410K and bringing the position to 10,412 shares worth $797K. The position accounts for 0.13% of the portfolio, ranked #150.

DGS Capital Management first reported a position in SPYM in Q2 2024 and has held it in 7 quarters since. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

DGS Capital Management held 10,412 shares of State Street SPDR Portfolio S&P 500 ETF worth $797K as of Q1 2026.
DGS Capital Management bought 5,127 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $410K.
State Street SPDR Portfolio S&P 500 ETF made up 0.13% of DGS Capital Management's portfolio in Q1 2026, its #150 holding.
DGS Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 7 quarters since.
1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.