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

Financial Gravity Asset Management’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	$186K	Buy	2,430 +4	+0.2%	+$320	0.03%	166
2025 Q4	$195K	Sell	2,426 -310	-11%	-$24.7K	0.04%	128
2025 Q3	$214K	Buy	+2,736	New	+$206K	0.04%	147
2025 Q1	$238K	Buy	+3,619	New	+$250K	0.05%	139
2024 Q2	$272K	Buy	+4,252	New	+$262K	0.07%	102
2019 Q4	$14K	Sell	360 -70	-16%	-$2.53K	0.01%	1122
2019 Q3	$15K	Buy	+430	New	+$14.9K	0.01%	523

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Gravity Asset Management's SPYM Position: Q1 2026 in Review

Financial Gravity Asset Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.16% in Q1 2026, buying an estimated $320 and bringing the position to 2,430 shares worth $186K. The position accounts for 0.03% of the portfolio, ranked #166.

Financial Gravity Asset Management first reported a position in SPYM in Q3 2019 and has held it in 7 quarters since. The position peaked at $272K in Q2 2024. 1,605 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Financial Gravity Asset Management held 2,430 shares of State Street SPDR Portfolio S&P 500 ETF worth $186K as of Q1 2026.
Financial Gravity Asset Management bought 4 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $320.
State Street SPDR Portfolio S&P 500 ETF made up 0.03% of Financial Gravity Asset Management's portfolio in Q1 2026, its #166 holding.
Financial Gravity Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2019 and has held it in 7 quarters since.
Financial Gravity Asset Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $272K in Q2 2024.
1,605 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.