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

Evernest Financial 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	$842K	Hold	10,000	–	–	0.17%	88
2025 Q4	$817K	Sell	10,000 -1	-0%	-$80	0.17%	90
2025 Q3	$783K	Buy	10,001 +1,957	+24%	+$148K	0.22%	91
2025 Q2	$585K	Buy	8,044 +210	+3%	+$14.1K	0.19%	99
2025 Q1	$515K	Sell	7,834 -350	-4%	-$24.2K	0.18%	100
2024 Q4	$564K	Sell	8,184 -651	-7%	-$45.1K	0.15%	99
2024 Q3	$596K	Sell	8,835 -12,837	-59%	-$835K	0.16%	97
2024 Q2	$1.39M	Buy	21,672 +5,078	+31%	+$313K	0.62%	31
2024 Q1	$966K	Buy	16,594 +2,684	+19%	+$157K	0.46%	49
2023 Q4	$778K	Buy	+13,910	New	+$729K	0.39%	61
2021 Q4	$877K	Buy	+14,886	New	+$804K	0.45%	48

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

Evernest Financial Advisors's SPYM Position: Q1 2026 in Review

Evernest Financial Advisors held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q1 2026 at 10,000 shares worth $842K. The position accounts for 0.17% of the portfolio, ranked #88.

Evernest Financial Advisors first reported a position in SPYM in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.39M in Q2 2024. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Evernest Financial Advisors held 10,000 shares of State Street SPDR Portfolio S&P 500 ETF worth $842K as of Q1 2026.
Evernest Financial Advisors left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.17% of Evernest Financial Advisors's portfolio in Q1 2026, its #88 holding.
Evernest Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 11 quarters since.
Evernest Financial Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.39M in Q2 2024.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.