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

FAS Wealth Partners’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	$40.2K	Sell	525 -181	-26%	-$14.5K	﹤0.01%	408
2025 Q4	$56.6K	Buy	706 +398	+129%	+$31.7K	﹤0.01%	389
2025 Q3	$24.1K	Buy	+308	New	+$23.2K	﹤0.01%	407
2025 Q2	–	Sell	-28	Closed	-$1.85K	–	471
2025 Q1	$1.85K	Buy	+28	New	+$1.94K	﹤0.01%	413
2024 Q1	–	Sell	-256	Closed	-$14.3K	–	459
2023 Q4	$14.3K	Buy	+256	New	+$13.4K	﹤0.01%	387
2023 Q2	–	Sell	-1,107	Closed	-$53.3K	–	439
2023 Q1	$53.3K	Hold	1,107	–	–	0.01%	327
2022 Q4	$49.8K	Hold	1,107	–	–	0.01%	326
2022 Q3	$46K	Hold	1,107	–	–	0.01%	320
2022 Q2	$49K	Hold	1,107	–	–	0.01%	321
2022 Q1	$59K	Hold	1,107	–	–	0.01%	321
2021 Q4	$62K	Hold	1,107	–	–	0.01%	331
2021 Q3	$56K	Hold	1,107	–	–	0.01%	329
2021 Q2	$56K	Hold	1,107	–	–	0.01%	316
2021 Q1	$52K	Hold	1,107	–	–	0.01%	295
2020 Q4	$49K	Sell	1,107 -188	-15%	-$7.84K	0.01%	289
2020 Q3	$51K	Sell	1,295 -98	-7%	-$3.82K	0.01%	270
2020 Q2	$50K	Sell	1,393 -185	-12%	-$6.36K	0.01%	261
2020 Q1	$48K	Buy	1,578 +165	+12%	+$5.92K	0.01%	244
2019 Q4	$53K	Buy	+1,413	New	+$51.1K	0.01%	227

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

FAS Wealth Partners's SPYM Position: Q1 2026 in Review

FAS Wealth Partners reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 26% in Q1 2026, selling an estimated $14.5K and leaving 525 shares worth $40.2K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

FAS Wealth Partners first reported a position in SPYM in Q4 2019 and has held it in 19 quarters since. The position peaked at $62K in Q4 2021. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

FAS Wealth Partners held 525 shares of State Street SPDR Portfolio S&P 500 ETF worth $40.2K as of Q1 2026.
FAS Wealth Partners sold 181 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $14.5K.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of FAS Wealth Partners's portfolio in Q1 2026, its #408 holding.
FAS Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 19 quarters since.
FAS Wealth Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $62K in Q4 2021.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.