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

Fiducient 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	$359K	Hold	4,690	–	–	0.05%	109
2025 Q4	$376K	Hold	4,690	–	–	0.05%	128
2025 Q3	$367K	Buy	+4,690	New	+$354K	0.04%	112
2024 Q4	–	Sell	-4,690	Closed	-$317K	–	158
2024 Q3	$317K	Hold	4,690	–	–	0.04%	113
2024 Q2	$300K	Hold	4,690	–	–	0.04%	116
2024 Q1	$289K	Buy	+4,690	New	+$275K	0.06%	110

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

Fiducient Advisors's SPYM Position: Q1 2026 in Review

Fiducient Advisors held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q1 2026 at 4,690 shares worth $359K. The position accounts for 0.05% of the portfolio, ranked #109.

Fiducient Advisors first reported a position in SPYM in Q1 2024 and has held it in 6 quarters since. The position peaked at $376K in Q4 2025. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Fiducient Advisors held 4,690 shares of State Street SPDR Portfolio S&P 500 ETF worth $359K as of Q1 2026.
Fiducient 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 0.05% of Fiducient Advisors's portfolio in Q1 2026, its #109 holding.
Fiducient Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 6 quarters since.
Fiducient Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $376K in Q4 2025.
1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Fiducient Advisors's 13F filing for Q1 2026, filed 11 May 2026.