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

Envestnet Portfolio Solutions’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 Q2	$3.13M	Buy	35,608 +4,736	+15%	+$404K	0.02%	414
2026 Q1	$2.36M	Buy	30,872 +2,026	+7%	+$162K	0.01%	418
2025 Q4	$2.31M	Buy	28,846 +8,470	+42%	+$674K	0.01%	517
2025 Q3	$1.6M	Sell	20,376 -1,071	-5%	-$80.8K	0.01%	586
2025 Q2	$1.56M	Sell	21,447 -30,941	-59%	-$2.08M	0.01%	644
2025 Q1	$3.45M	Sell	52,388 -298,506	-85%	-$20.6M	0.01%	453
2024 Q4	$24.2M	Sell	350,894 -49,853	-12%	-$3.46M	0.08%	118
2024 Q3	$27.1M	Sell	400,747 -227	-0.1%	-$14.8K	0.09%	113
2024 Q2	$25.7M	Buy	400,974 +23,765	+6%	+$1.46M	0.09%	115
2024 Q1	$23.2M	Buy	377,209 +64,154	+20%	+$3.76M	0.09%	121
2023 Q4	$17.5M	Buy	313,055 +102,384	+49%	+$5.36M	0.07%	138
2023 Q3	$10.6M	Buy	+210,671	New	+$11M	0.05%	182

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Envestnet Portfolio Solutions's SPYM Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 15% in Q2 2026, buying an estimated $404K and bringing the position to 35,608 shares worth $3.13M. The position accounts for 0.02% of the portfolio, ranked #414.

Envestnet Portfolio Solutions first reported a position in SPYM in Q3 2023 and has held it in 12 quarters since. The position peaked at $27.1M in Q3 2024. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Envestnet Portfolio Solutions held 35,608 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.13M as of Q2 2026.
Envestnet Portfolio Solutions bought 4,736 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $404K.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #414 holding.
Envestnet Portfolio Solutions first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's State Street SPDR Portfolio S&P 500 ETF position peaked at $27.1M in Q3 2024.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.