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

Financial Connections 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	$128K	Hold	1,682	–	–	0.04%	79
2025 Q4	$134K	Buy	1,682 +1	+0.1%	+$80	0.05%	79
2025 Q3	$131K	Sell	1,681 -123	-7%	-$9.28K	0.05%	83
2025 Q2	$131K	Hold	1,804	–	–	0.05%	72
2025 Q1	$118K	Buy	1,804 +1	+0.1%	+$69	0.05%	72
2024 Q4	$124K	Sell	1,803 -8	-0.4%	-$555	0.06%	62
2024 Q3	$122K	Buy	1,811 +1	+0.1%	+$65	0.06%	59
2024 Q2	$115K	Sell	1,810 -1	-0.1%	-$62	0.06%	64
2024 Q1	$112K	Sell	1,811 -16	-0.9%	-$937	0.12%	37
2023 Q4	$102K	Hold	1,827	–	–	0.07%	77
2023 Q3	$91K	Buy	1,827 +1	+0.1%	+$52	0.11%	50
2023 Q2	$95K	Sell	1,826 -7	-0.4%	-$345	0.06%	83
2023 Q1	$88K	Sell	1,833 -15	-0.8%	-$704	0.06%	70
2022 Q4	$83K	Sell	1,848 -61	-3%	-$2.76K	0.07%	68
2022 Q3	$80K	Sell	1,909 -10	-0.5%	-$467	0.07%	62
2022 Q2	$85K	Sell	1,919 -194	-9%	-$9.35K	0.07%	78
2022 Q1	$112K	Hold	2,113	–	–	0.11%	71
2021 Q4	$117K	Buy	+2,113	New	+$114K	0.12%	72

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

Financial Connections Group's SPYM Position: Q1 2026 in Review

Financial Connections Group held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q1 2026 at 1,682 shares worth $128K. The position accounts for 0.04% of the portfolio, ranked #79.

Financial Connections Group first reported a position in SPYM in Q4 2021 and has held it in 18 quarters since. The position peaked at $134K in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Financial Connections Group held 1,682 shares of State Street SPDR Portfolio S&P 500 ETF worth $128K as of Q1 2026.
Financial Connections Group 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 0.04% of Financial Connections Group's portfolio in Q1 2026, its #79 holding.
Financial Connections Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
Financial Connections Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $134K in Q4 2025.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.