WELLINGTON-ALTUS USA INC.’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

WELLINGTON-ALTUS USA INC.’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 Q2	$1.43M	Sell	18,692 -910	-5%	-$77.6K	1.02%	19
2026 Q1	$1.72M	Sell	19,602 -2,529	-11%	-$202K	1.02%	17
2025 Q4	$1.78M	Buy	+22,131	New	+$1.76M	1.31%	15

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

WELLINGTON-ALTUS USA INC.'s SPYM Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.6% in Q2 2026, selling an estimated $77.6K and leaving 18,692 shares worth $1.43M. The position accounts for 1.02% of the portfolio, ranked #19.

WELLINGTON-ALTUS USA INC. first reported a position in SPYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.78M in Q4 2025. 1,726 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

WELLINGTON-ALTUS USA INC. held 18,692 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.43M as of Q2 2026.
WELLINGTON-ALTUS USA INC. sold 910 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $77.6K.
State Street SPDR Portfolio S&P 500 ETF made up 1.02% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #19 holding.
WELLINGTON-ALTUS USA INC. first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
WELLINGTON-ALTUS USA INC.'s State Street SPDR Portfolio S&P 500 ETF position peaked at $1.78M in Q4 2025.
1,726 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.