Envestnet Asset Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Envestnet Asset Management’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	$1.55B	Buy	20,261,471 +2,370,112	+13%	+$190M	0.42%	47
2025 Q4	$1.44B	Buy	17,891,359 +1,022,371	+6%	+$81.3M	0.43%	49
2025 Q3	$1.32B	Buy	16,868,988 +984,276	+6%	+$74.2M	0.38%	51
2025 Q2	$1.15B	Buy	15,884,712 +1,624,308	+11%	+$109M	0.34%	56
2025 Q1	$938M	Buy	14,260,404 +1,335,809	+10%	+$92.4M	0.3%	65
2024 Q4	$891M	Buy	12,924,595 +1,635,377	+14%	+$113M	0.29%	61
2024 Q3	$762M	Buy	11,289,218 +1,007,757	+10%	+$65.5M	0.25%	69
2024 Q2	$658M	Buy	10,281,461 +1,232,825	+14%	+$75.9M	0.23%	76
2024 Q1	$557M	Buy	9,048,636 +643,542	+8%	+$37.7M	0.21%	83
2023 Q4	$470M	Buy	8,405,094 +4,080,428	+94%	+$214M	0.19%	94
2023 Q3	$217M	Buy	4,324,666 +66,210	+2%	+$3.46M	0.1%	192
2023 Q2	$222M	Buy	4,258,456 +1,610,329	+61%	+$79.5M	0.1%	178
2023 Q1	$128M	Sell	2,648,127 -1,078,243	-29%	-$50.6M	0.06%	269
2022 Q4	$168M	Buy	3,726,370 +1,435,723	+63%	+$64.9M	0.09%	206
2022 Q3	$96.2M	Buy	2,290,647 +19,439	+0.9%	+$908K	0.05%	292
2022 Q2	$101M	Sell	2,271,208 -376,155	-14%	-$18.1M	0.06%	288
2022 Q1	$141M	Sell	2,647,363 -409,632	-13%	-$21.4M	0.07%	241
2021 Q4	$171M	Sell	3,056,995 -714,672	-19%	-$38.6M	0.08%	207
2021 Q3	$190M	Buy	3,771,667 +109,728	+3%	+$5.69M	0.1%	176
2021 Q2	$184M	Buy	3,661,939 +290,739	+9%	+$14.3M	0.1%	171
2021 Q1	$157M	Sell	3,371,200 -15,858	-0.5%	-$719K	0.1%	169
2020 Q4	$149M	Buy	3,387,058 +1,726,060	+104%	+$72M	0.11%	150
2020 Q3	$65.4M	Sell	1,660,998 -229,645	-12%	-$8.94M	0.06%	254
2020 Q2	$68.5M	Buy	1,890,643 +1,489,993	+372%	+$51.2M	0.07%	229
2020 Q1	$12.1M	Sell	400,650 -64,180	-14%	-$2.3M	0.01%	614
2019 Q4	$17.6M	Buy	464,830 +18,684	+4%	+$676K	0.02%	573
2019 Q3	$15.5M	Buy	446,146 +95,658	+27%	+$3.33M	0.02%	569
2019 Q2	$12.1M	Buy	350,488 +120,319	+52%	+$4.08M	0.02%	646
2019 Q1	$7.65M	Buy	230,169 +83,138	+57%	+$2.65M	0.01%	805
2018 Q4	$4.29M	Buy	147,031 +140,637	+2,200%	+$4.44M	0.01%	963
2018 Q3	$218K	Buy	+6,394	New	+$214K	﹤0.01%	1143

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management's SPYM Position: Q1 2026 in Review

Envestnet Asset Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 13% in Q1 2026, buying an estimated $190M and bringing the position to 20,261,471 shares worth $1.55B. The position accounts for 0.42% of the portfolio, ranked #47.

Envestnet Asset Management first reported a position in SPYM in Q3 2018 and has held it in 31 quarters since. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Envestnet Asset Management held 20,261,471 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.55B as of Q1 2026.
Envestnet Asset Management bought 2,370,112 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $190M.
State Street SPDR Portfolio S&P 500 ETF made up 0.42% of Envestnet Asset Management's portfolio in Q1 2026, its #47 holding.
Envestnet Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2018 and has held it in 31 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 Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.