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

Evanson 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	$2.09M	Buy	27,352 +1,571	+6%	+$126K	0.11%	93
2025 Q4	$2.07M	Buy	25,781 +1,712	+7%	+$136K	0.11%	87
2025 Q3	$1.89M	Buy	24,069 +903	+4%	+$68.1K	0.11%	89
2025 Q2	$1.68M	Buy	23,166 +4,042	+21%	+$272K	0.1%	93
2025 Q1	$1.26M	Buy	19,124 +58	+0.3%	+$4.01K	0.09%	109
2024 Q4	$1.31M	Buy	19,066 +9,355	+96%	+$648K	0.09%	104
2024 Q3	$656K	Buy	9,711 +3,677	+61%	+$239K	0.05%	149
2024 Q2	$386K	Buy	6,034 +302	+5%	+$18.6K	0.03%	199
2024 Q1	$353K	Buy	+5,732	New	+$336K	0.03%	220

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 $424B AUM 22.94% 1-Year Est. Return

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

Evanson Asset Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 6.1% in Q1 2026, buying an estimated $126K and bringing the position to 27,352 shares worth $2.09M. The position accounts for 0.11% of the portfolio, ranked #93.

Evanson Asset Management first reported a position in SPYM in Q1 2024 and has held it in 9 quarters since. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Evanson Asset Management held 27,352 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.09M as of Q1 2026.
Evanson Asset Management bought 1,571 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $126K.
State Street SPDR Portfolio S&P 500 ETF made up 0.11% of Evanson Asset Management's portfolio in Q1 2026, its #93 holding.
Evanson Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.