Eldridge Investment Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Eldridge Investment Advisors’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	$34.3M	Buy	448,178 +41,085	+10%	+$3.29M	7.52%	2
2025 Q4	$32.7M	Sell	407,093 -58	-0%	-$4.61K	7.19%	2
2025 Q3	$31.9M	Sell	407,151 -6,872	-2%	-$518K	7.26%	2
2025 Q2	$30.1M	Sell	414,023 -4,056	-1%	-$273K	6.29%	3
2025 Q1	$27.5M	Sell	418,079 -10,014	-2%	-$693K	6.33%	3
2024 Q4	$29.5M	Sell	428,093 -5,798	-1%	-$402K	6.86%	3
2024 Q3	$29.3M	Buy	433,891 +52,674	+14%	+$3.43M	6.88%	3
2024 Q2	$24.4M	Buy	381,217 +50,772	+15%	+$3.13M	6.15%	3
2024 Q1	$20.3M	Buy	330,445 +73,490	+29%	+$4.3M	5.22%	3
2023 Q4	$14.4M	Buy	256,955 +30,760	+14%	+$1.61M	3.76%	4
2023 Q3	$11.4M	Buy	226,195 +84,627	+60%	+$4.43M	3.77%	4
2023 Q2	$7.38M	Buy	141,568 +71,866	+103%	+$3.55M	2.41%	10
2023 Q1	$3.36M	Buy	69,702 +16,781	+32%	+$787K	1.16%	21
2022 Q4	$2.38M	Sell	52,921 -24,542	-32%	-$1.11M	0.83%	28
2022 Q3	$3.25M	Buy	+77,463	New	+$3.62M	1.26%	19

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

Eldridge Investment Advisors's SPYM Position: Q1 2026 in Review

Eldridge Investment Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 10% in Q1 2026, buying an estimated $3.29M and bringing the position to 448,178 shares worth $34.3M. The position accounts for 7.52% of the portfolio, ranked #2.

Eldridge Investment Advisors first reported a position in SPYM in Q3 2022 and has held it in 15 quarters since. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Eldridge Investment Advisors held 448,178 shares of State Street SPDR Portfolio S&P 500 ETF worth $34.3M as of Q1 2026.
Eldridge Investment Advisors bought 41,085 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $3.29M.
State Street SPDR Portfolio S&P 500 ETF made up 7.52% of Eldridge Investment Advisors's portfolio in Q1 2026, its #2 holding.
Eldridge Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2022 and has held it in 15 quarters since.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.