Edgestream Partners’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Edgestream Partners’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	$532K	Sell	6,955 -24,006	-78%	-$1.92M	0.02%	729
2025 Q4	$2.48M	Buy	30,961 +6,251	+25%	+$497K	0.07%	469
2025 Q3	$1.94M	Buy	+24,710	New	+$1.86M	0.06%	536
2025 Q1	–	Sell	-11,309	Closed	-$780K	–	1048
2024 Q4	$780K	Buy	+11,309	New	+$784K	0.03%	611

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

Edgestream Partners's SPYM Position: Q1 2026 in Review

Edgestream Partners reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 78% in Q1 2026, selling an estimated $1.92M and leaving 6,955 shares worth $532K. The position accounts for 0.02% of the portfolio, ranked #729.

Edgestream Partners first reported a position in SPYM in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.48M in Q4 2025. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Edgestream Partners held 6,955 shares of State Street SPDR Portfolio S&P 500 ETF worth $532K as of Q1 2026.
Edgestream Partners sold 24,006 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $1.92M.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Edgestream Partners's portfolio in Q1 2026, its #729 holding.
Edgestream Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 4 quarters since.
Edgestream Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.48M 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 Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.