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

Etesian 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	$6.1M	Buy	79,641 +4,688	+6%	+$375K	1.94%	12
2025 Q4	$6.01M	Buy	74,953 +11,208	+18%	+$891K	1.89%	13
2025 Q3	$4.99M	Buy	63,745 +17,404	+38%	+$1.31M	1.65%	15
2025 Q2	$3.37M	Buy	46,341 +16,190	+54%	+$1.09M	1.26%	20
2025 Q1	$1.98M	Buy	30,151 +11,623	+63%	+$804K	0.85%	32
2024 Q4	$1.28M	Buy	18,528 +6,966	+60%	+$483K	0.57%	56
2024 Q3	$781K	Buy	+11,562	New	+$752K	0.35%	77

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

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

Etesian Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 6.3% in Q1 2026, buying an estimated $375K and bringing the position to 79,641 shares worth $6.1M. The position accounts for 1.94% of the portfolio, ranked #12.

Etesian Wealth Advisors first reported a position in SPYM in Q3 2024 and has held it in 7 quarters since. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Etesian Wealth Advisors held 79,641 shares of State Street SPDR Portfolio S&P 500 ETF worth $6.1M as of Q1 2026.
Etesian Wealth Advisors bought 4,688 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $375K.
State Street SPDR Portfolio S&P 500 ETF made up 1.94% of Etesian Wealth Advisors's portfolio in Q1 2026, its #12 holding.
Etesian Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and has held it in 7 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 Etesian Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.