Diversify Advisory Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Diversify Advisory Services’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	–	Sell	-263,151	Closed	-$21.4M	–	762
2025 Q4	$21.4M	Buy	263,151 +79,876	+44%	+$6.35M	0.68%	29
2025 Q3	$14.7M	Buy	183,275 +169,728	+1,253%	+$12.8M	0.49%	38
2025 Q2	$1.02M	Buy	13,547 +9,341	+222%	+$628K	0.04%	321
2025 Q1	$274K	Sell	4,206 -25,890	-86%	-$1.79M	0.02%	524
2024 Q4	$2.06M	Sell	30,096 -4,806	-14%	-$333K	0.11%	125
2024 Q3	$2.39M	Sell	34,902 -3,580	-9%	-$233K	0.13%	145
2024 Q2	$2.52M	Buy	38,482 +24,400	+173%	+$1.5M	0.14%	131
2024 Q1	$865K	Buy	+14,082	New	+$825K	0.05%	285

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

Diversify Advisory Services's SPYM Position: Q1 2026 in Review

Diversify Advisory Services sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2026, closing a stake of 263,151 shares — an estimated $21.4M sold.

Diversify Advisory Services first reported a position in SPYM in Q1 2024 and held it in 8 quarters. The position peaked at $21.4M in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Diversify Advisory Services reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 263,151 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $21.4M.
Diversify Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and held it in 8 quarters.
Diversify Advisory Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $21.4M in Q4 2025.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.