Dunhill Financial’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Dunhill Financial’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	$77.1K	Buy	1,006 +2	+0.2%	+$160	0.02%	245
2025 Q4	$80.6K	Buy	1,004 +2	+0.2%	+$159	0.02%	214
2025 Q3	$78.5K	Buy	1,002 +4	+0.4%	+$302	0.02%	209
2025 Q2	$72.6K	Buy	998 +2	+0.2%	+$134	0.02%	199
2025 Q1	$65.5K	Buy	996 +4	+0.4%	+$277	0.03%	167
2024 Q4	$68.4K	Buy	992 +3	+0.3%	+$208	0.03%	157
2024 Q3	$66.8K	Buy	+989	New	+$64.3K	0.03%	143
2024 Q1	–	Sell	-184	Closed	-$10.3K	–	762
2023 Q4	$10.3K	Buy	+184	New	+$9.64K	0.01%	205

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

Dunhill Financial's SPYM Position: Q1 2026 in Review

Dunhill Financial increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.2% in Q1 2026, buying an estimated $160 and bringing the position to 1,006 shares worth $77.1K. The position accounts for 0.02% of the portfolio, ranked #245.

Dunhill Financial first reported a position in SPYM in Q4 2023 and has held it in 8 quarters since. The position peaked at $80.6K in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Dunhill Financial held 1,006 shares of State Street SPDR Portfolio S&P 500 ETF worth $77.1K as of Q1 2026.
Dunhill Financial bought 2 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $160.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Dunhill Financial's portfolio in Q1 2026, its #245 holding.
Dunhill Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 8 quarters since.
Dunhill Financial's State Street SPDR Portfolio S&P 500 ETF position peaked at $80.6K 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 Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.