FG
SPYM

Fiduciary Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Fiduciary Group’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 		$447K Buy
5,846
+1,808
+45% +$145K 0.04% 221
2025
Q4 		$324K Buy
4,038
+95
+2% +$7.55K 0.03% 246
2025
Q3 		$309K Buy
3,943
+237
+6% +$17.9K 0.03% 249
2025
Q2 		$269K Buy
+3,706
New +$249K 0.03% 254

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fiduciary Group's SPYM Position: Q1 2026 in Review

Fiduciary Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 45% in Q1 2026, buying an estimated $145K and bringing the position to 5,846 shares worth $447K. The position accounts for 0.04% of the portfolio, ranked #221.

Fiduciary Group first reported a position in SPYM in Q2 2025 and has held it in 4 quarters since. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Fiduciary Group held 5,846 shares of State Street SPDR Portfolio S&P 500 ETF worth $447K as of Q1 2026.
  • Fiduciary Group bought 1,808 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $145K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.04% of Fiduciary Group's portfolio in Q1 2026, its #221 holding.
  • Fiduciary Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.