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

Financial Consulate’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	$245K	Sell	3,205 -1,554	-33%	-$124K	0.03%	130
2025 Q4	$382K	Buy	4,759 +707	+17%	+$56.2K	0.05%	102
2025 Q3	$317K	Buy	+4,052	New	+$306K	0.04%	124
2025 Q1	–	Sell	-9,841	Closed	-$678K	–	34
2024 Q4	$678K	Buy	9,841 +242	+3%	+$16.8K	0.18%	25
2024 Q3	$648K	Sell	9,599 -1,592	-14%	-$104K	0.17%	25
2024 Q2	$716K	Sell	11,191 -884	-7%	-$54.4K	0.21%	23
2024 Q1	$743K	Sell	12,075 -2,050	-15%	-$120K	0.22%	25
2023 Q4	$790K	Sell	14,125 -2,341	-14%	-$123K	0.26%	23
2023 Q3	$828K	Sell	16,466 -19,594	-54%	-$1.02M	0.37%	19
2023 Q2	$1.88M	Sell	36,060 -4,722	-12%	-$233K	0.8%	16
2023 Q1	$1.96M	Sell	40,782 -739	-2%	-$34.7K	0.69%	21
2022 Q4	$1.87M	Sell	41,521 -245	-0.6%	-$11.1K	0.65%	24
2022 Q3	$1.75M	Sell	41,766 -5,422	-11%	-$253K	0.74%	19
2022 Q2	$2.09M	Buy	47,188 +807	+2%	+$38.9K	0.98%	17
2022 Q1	$2.46M	Sell	46,381 -528	-1%	-$27.6K	0.95%	19
2021 Q4	$2.62M	Buy	46,909 +4,818	+11%	+$260K	0.91%	19
2021 Q3	$2.12M	Sell	42,091 -1,160	-3%	-$60.2K	0.77%	23
2021 Q2	$2.18M	Buy	43,251 +218	+0.5%	+$10.7K	0.78%	23
2021 Q1	$2.01M	Sell	43,033 -1,336	-3%	-$60.6K	0.81%	23
2020 Q4	$1.95M	Buy	44,369 +1,632	+4%	+$68.1K	0.84%	23
2020 Q3	$1.68M	Sell	42,737 -4,859	-10%	-$189K	0.8%	24
2020 Q2	$1.73M	Sell	47,596 -10,362	-18%	-$356K	0.88%	21
2020 Q1	$1.75M	Sell	57,958 -44,138	-43%	-$1.58M	1.04%	20
2019 Q4	$3.86M	Buy	102,096 +36,247	+55%	+$1.31M	1.71%	13
2019 Q3	$2.29M	Buy	65,849 +1,897	+3%	+$65.9K	1%	21
2019 Q2	$2.21M	Buy	63,952 +37,785	+144%	+$1.28M	0.99%	21
2019 Q1	$870K	Sell	26,167 -29,941	-53%	-$956K	0.4%	46
2018 Q4	$1.64M	Buy	56,108 +13,909	+33%	+$439K	0.98%	27
2018 Q3	$1.44M	Sell	42,199 -27,019	-39%	-$903K	0.82%	32
2018 Q2	$2.21M	Sell	69,218 -11,826	-15%	-$375K	1.12%	20
2018 Q1	$2.51M	Buy	+81,044	New	+$2.59M	1.33%	17

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 Consulate's SPYM Position: Q1 2026 in Review

Financial Consulate reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 33% in Q1 2026, selling an estimated $124K and leaving 3,205 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #130.

Financial Consulate first reported a position in SPYM in Q1 2018 and has held it in 31 quarters since. The position peaked at $3.86M in Q4 2019. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Financial Consulate held 3,205 shares of State Street SPDR Portfolio S&P 500 ETF worth $245K as of Q1 2026.
Financial Consulate sold 1,554 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $124K.
State Street SPDR Portfolio S&P 500 ETF made up 0.03% of Financial Consulate's portfolio in Q1 2026, its #130 holding.
Financial Consulate first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2018 and has held it in 31 quarters since.
Financial Consulate's State Street SPDR Portfolio S&P 500 ETF position peaked at $3.86M in Q4 2019.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.