Element Wealth’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Element Wealth’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	$340K	Buy	4,446 +144	+3%	+$11.5K	0.14%	147
2025 Q4	$345K	Buy	4,302 +14	+0.3%	+$1.11K	0.14%	139
2025 Q3	$336K	Buy	4,288 +225	+6%	+$17K	0.15%	133
2025 Q2	$295K	Buy	4,063 +79	+2%	+$5.31K	0.14%	128
2025 Q1	$262K	Buy	3,984 +3,919	+6,029%	+$271K	0.14%	128
2024 Q4	$4.48K	Hold	65	–	–	﹤0.01%	268
2024 Q3	$4.39K	Hold	65	–	–	﹤0.01%	263
2024 Q2	$4.16K	Hold	65	–	–	﹤0.01%	268
2024 Q1	$4K	Hold	65	–	–	﹤0.01%	251
2023 Q4	$3.63K	Hold	65	–	–	﹤0.01%	242
2023 Q3	$3.27K	Hold	65	–	–	﹤0.01%	233
2023 Q2	$3.39K	Buy	+65	New	+$3.21K	﹤0.01%	224

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

Element Wealth's SPYM Position: Q1 2026 in Review

Element Wealth increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.3% in Q1 2026, buying an estimated $11.5K and bringing the position to 4,446 shares worth $340K. The position accounts for 0.14% of the portfolio, ranked #147.

Element Wealth first reported a position in SPYM in Q2 2023 and has held it in 12 quarters since. The position peaked at $345K in Q4 2025. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Element Wealth held 4,446 shares of State Street SPDR Portfolio S&P 500 ETF worth $340K as of Q1 2026.
Element Wealth bought 144 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $11.5K.
State Street SPDR Portfolio S&P 500 ETF made up 0.14% of Element Wealth's portfolio in Q1 2026, its #147 holding.
Element Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 12 quarters since.
Element Wealth's State Street SPDR Portfolio S&P 500 ETF position peaked at $345K in Q4 2025.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.