EH
SPYM

Equitable Holdings’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Equitable Holdings’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 		$52M Buy
648,382
+64,441
+11% +$5.15M 0.33% 65
2025
Q4 		$46.8M Buy
583,941
+48,593
+9% +$3.86M 0.32% 69
2025
Q3 		$41.9M Buy
535,348
+61,084
+13% +$4.61M 0.31% 71
2025
Q2 		$34.5M Buy
474,264
+18,310
+4% +$1.23M 0.28% 80
2025
Q1 		$30M Buy
455,954
+106,145
+30% +$7.34M 0.28% 80
2024
Q4 		$24.1M Sell
349,809
-33,185
-9% -$2.3M 0.23% 93
2024
Q3 		$25.9M Buy
382,994
+100,066
+35% +$6.51M 0.25% 85
2024
Q2 		$18.1M Buy
282,928
+13,848
+5% +$853K 0.19% 100
2024
Q1 		$16.6M Buy
269,080
+7,010
+3% +$411K 0.19% 100
2023
Q4 		$14.6M Sell
262,070
-1,361
-0.5% -$71.3K 0.18% 102
2023
Q3 		$13.2M Buy
263,431
+18,271
+7% +$956K 0.19% 103
2023
Q2 		$12.8M Buy
245,160
+39,770
+19% +$1.96M 0.18% 103
2023
Q1 		$9.89M Buy
205,390
+32,264
+19% +$1.51M 0.16% 109
2022
Q4 		$7.79M Buy
173,126
+3,399
+2% +$154K 0.14% 115
2022
Q3 		$7.13M Sell
169,727
-188,245
-53% -$8.79M 0.14% 114
2022
Q2 		$15.9M Buy
357,972
+235,058
+191% +$11.3M 0.3% 69
2022
Q1 		$6.53M Buy
122,914
+11,755
+11% +$616K 0.11% 133
2021
Q4 		$6.21M Buy
111,159
+21,535
+24% +$1.16M 0.1% 141
2021
Q3 		$4.52M Buy
89,624
+10,400
+13% +$539K 0.08% 158
2021
Q2 		$3.99M Buy
79,224
+4,544
+6% +$223K 0.07% 162
2021
Q1 		$3.48M Buy
74,680
+5,196
+7% +$236K 0.07% 168
2020
Q4 		$3.06M Buy
69,484
+1,346
+2% +$56.1K 0.07% 173
2020
Q3 		$2.68M Sell
68,138
-55
-0.1% -$2.14K 0.07% 168
2020
Q2 		$2.47M Buy
68,193
+45
+0.1% +$1.55K 0.07% 177
2020
Q1 		$2.06M Sell
68,148
-2,785
-4% -$99.9K 0.07% 159
2019
Q4 		$2.68M Buy
+70,933
New +$2.56M 0.08% 153

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Equitable Holdings's SPYM Position: Q1 2026 in Review

Equitable Holdings increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 11% in Q1 2026, buying an estimated $5.15M and bringing the position to 648,382 shares worth $52M. The position accounts for 0.33% of the portfolio, ranked #65.

Equitable Holdings first reported a position in SPYM in Q4 2019 and has held it in 26 quarters since. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Equitable Holdings held 648,382 shares of State Street SPDR Portfolio S&P 500 ETF worth $52M as of Q1 2026.
  • Equitable Holdings bought 64,441 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $5.15M.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.33% of Equitable Holdings's portfolio in Q1 2026, its #65 holding.
  • Equitable Holdings first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.