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

Financial Engines 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	$387M	Sell	5,050,535 -16,519	-0.3%	-$1.32M	0.78%	27
2025 Q4	$406M	Buy	5,067,054 +73,227	+1%	+$5.82M	0.77%	27
2025 Q3	$391M	Buy	4,993,827 +2,338	+0%	+$176K	0.75%	27
2025 Q2	$363M	Buy	4,991,489 +13,580	+0.3%	+$913K	0.72%	27
2025 Q1	$327M	Sell	4,977,909 -36,483	-0.7%	-$2.52M	0.7%	28
2024 Q4	$346M	Buy	5,014,392 +19,303	+0.4%	+$1.34M	0.73%	27
2024 Q3	$337M	Sell	4,995,089 -22,220	-0.4%	-$1.45M	0.7%	28
2024 Q2	$321M	Buy	5,017,309 +25,394	+0.5%	+$1.56M	0.71%	28
2024 Q1	$307M	Sell	4,991,915 -156,259	-3%	-$9.15M	0.69%	28
2023 Q4	$288M	Buy	5,148,174 +129,812	+3%	+$6.8M	0.68%	29
2023 Q3	$252M	Sell	5,018,362 -52,215	-1%	-$2.73M	0.66%	29
2023 Q2	$264M	Buy	5,070,577 +15,741	+0.3%	+$777K	0.67%	30
2023 Q1	$243M	Buy	5,054,836 +125,955	+3%	+$5.91M	0.65%	30
2022 Q4	$222M	Buy	4,928,881 +68,036	+1%	+$3.07M	0.63%	31
2022 Q3	$204M	Buy	4,860,845 +68,355	+1%	+$3.19M	0.67%	30
2022 Q2	$212M	Buy	4,792,490 +1,857	+0%	+$89.5K	0.65%	30
2022 Q1	$255M	Sell	4,790,633 -56,052	-1%	-$2.94M	0.68%	31
2021 Q4	$271M	Buy	4,846,685 +133,751	+3%	+$7.22M	0.72%	30
2021 Q3	$238M	Buy	4,712,934 +78,982	+2%	+$4.1M	0.7%	30
2021 Q2	$233M	Buy	4,633,952 +292,354	+7%	+$14.3M	0.68%	30
2021 Q1	$202M	Buy	4,341,598 +367,300	+9%	+$16.7M	0.63%	31
2020 Q4	$175M	Buy	3,974,298 +375,504	+10%	+$15.7M	0.6%	31
2020 Q3	$142M	Buy	3,598,794 +190,026	+6%	+$7.4M	0.56%	32
2020 Q2	$124M	Buy	3,408,768 +1,309,711	+62%	+$45M	0.54%	31
2020 Q1	$63.5M	Buy	2,099,057 +1,865,151	+797%	+$66.9M	0.34%	35
2019 Q4	$8.85M	Buy	233,906 +212,910	+1,014%	+$7.7M	0.04%	50
2019 Q3	$732K	Buy	+20,996	New	+$730K	﹤0.01%	92

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 Engines Advisors's SPYM Position: Q1 2026 in Review

Financial Engines Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.33% in Q1 2026, selling an estimated $1.32M and leaving 5,050,535 shares worth $387M. The position accounts for 0.78% of the portfolio, ranked #27.

Financial Engines Advisors first reported a position in SPYM in Q3 2019 and has held it in 27 quarters since. The position peaked at $406M in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Financial Engines Advisors held 5,050,535 shares of State Street SPDR Portfolio S&P 500 ETF worth $387M as of Q1 2026.
Financial Engines Advisors sold 16,519 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $1.32M.
State Street SPDR Portfolio S&P 500 ETF made up 0.78% of Financial Engines Advisors's portfolio in Q1 2026, its #27 holding.
Financial Engines Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2019 and has held it in 27 quarters since.
Financial Engines Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $406M 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 Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.