Empower Advisory Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Empower Advisory Group’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	$158M	Buy	2,059,639 +1,944,777	+1,693%	+$156M	0.41%	45
2025 Q4	$9.21M	Sell	114,862 -45,712	-28%	-$3.64M	0.02%	172
2025 Q3	$12.6M	Buy	160,574 +66,061	+70%	+$4.98M	0.03%	150
2025 Q2	$6.87M	Buy	94,513 +85,084	+902%	+$5.72M	0.02%	173
2025 Q1	$620K	Sell	9,429 -749	-7%	-$51.8K	﹤0.01%	292
2024 Q4	$702K	Buy	10,178 +183	+2%	+$12.7K	﹤0.01%	286
2024 Q3	$675K	Buy	9,995 +239	+2%	+$15.5K	﹤0.01%	278
2024 Q2	$624K	Buy	9,756 +2,964	+44%	+$182K	﹤0.01%	276
2024 Q1	$418K	Buy	6,792 +2,587	+62%	+$152K	﹤0.01%	335
2023 Q4	$235K	Buy	+4,205	New	+$220K	﹤0.01%	440

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

Empower Advisory Group's SPYM Position: Q1 2026 in Review

Empower Advisory Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1,693% in Q1 2026, buying an estimated $156M and bringing the position to 2,059,639 shares worth $158M. The position accounts for 0.41% of the portfolio, ranked #45.

Empower Advisory Group first reported a position in SPYM in Q4 2023 and has held it in 10 quarters since. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Empower Advisory Group held 2,059,639 shares of State Street SPDR Portfolio S&P 500 ETF worth $158M as of Q1 2026.
Empower Advisory Group bought 1,944,777 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $156M.
State Street SPDR Portfolio S&P 500 ETF made up 0.41% of Empower Advisory Group's portfolio in Q1 2026, its #45 holding.
Empower Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 10 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 Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.