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

Donaldson 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	$757K	Sell	9,894 -1,830	-16%	-$146K	0.02%	154
2025 Q4	$940K	Hold	11,724	–	–	0.03%	144
2025 Q3	$918K	Buy	+11,724	New	+$884K	0.03%	145

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

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

Donaldson Capital Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 16% in Q1 2026, selling an estimated $146K and leaving 9,894 shares worth $757K. The position accounts for 0.02% of the portfolio, ranked #154.

Donaldson Capital Management first reported a position in SPYM in Q3 2025 and has held it in 3 quarters since. The position peaked at $940K in Q4 2025. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Donaldson Capital Management held 9,894 shares of State Street SPDR Portfolio S&P 500 ETF worth $757K as of Q1 2026.
Donaldson Capital Management sold 1,830 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $146K.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Donaldson Capital Management's portfolio in Q1 2026, its #154 holding.
Donaldson Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and has held it in 3 quarters since.
Donaldson Capital Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $940K in Q4 2025.
1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.