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

EP Wealth 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	$9.12M	Sell	119,178 -1,186	-1%	-$94.9K	0.04%	229
2025 Q4	$9.66M	Buy	+120,364	New	+$9.57M	0.05%	205
2025 Q2	$2.48M	Buy	34,181 +20,264	+146%	+$1.36M	0.02%	374
2025 Q1	$915K	Sell	13,917 -3,066	-18%	-$212K	0.01%	525
2024 Q4	$1.17M	Buy	16,983 +8,855	+109%	+$614K	0.01%	455
2024 Q3	$549K	Sell	8,128 -1,272	-14%	-$82.7K	﹤0.01%	659
2024 Q2	$602K	Buy	9,400 +6,396	+213%	+$394K	0.01%	492
2024 Q1	$185K	Buy	+3,004	New	+$176K	﹤0.01%	746
2023 Q4	–	Sell	-4,656	Closed	-$234K	–	833
2023 Q3	$234K	Sell	4,656 -464,573	-99%	-$24.3M	﹤0.01%	619
2023 Q2	$243K	Buy	469,229 +460,350	+5,185%	+$22.7M	﹤0.01%	609
2023 Q1	$210K	Buy	8,879 +3,695	+71%	+$173K	﹤0.01%	566
2022 Q4	$233K	Buy	+5,184	New	+$234K	﹤0.01%	513

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

EP Wealth Advisors's SPYM Position: Q1 2026 in Review

EP Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.99% in Q1 2026, selling an estimated $94.9K and leaving 119,178 shares worth $9.12M. The position accounts for 0.04% of the portfolio, ranked #229.

EP Wealth Advisors first reported a position in SPYM in Q4 2022 and has held it in 12 quarters since. The position peaked at $9.66M in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

EP Wealth Advisors held 119,178 shares of State Street SPDR Portfolio S&P 500 ETF worth $9.12M as of Q1 2026.
EP Wealth Advisors sold 1,186 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $94.9K.
State Street SPDR Portfolio S&P 500 ETF made up 0.04% of EP Wealth Advisors's portfolio in Q1 2026, its #229 holding.
EP Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 12 quarters since.
EP Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $9.66M in Q4 2025.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.