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

Financial Insights’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
Q3 		$49.9M Buy
555,766
+13,152
+2% +$1.18M 12.67% 1
2026
Q2 		$47.7M Buy
542,614
+7,183
+1% +$613K 12.55% 1
2026
Q1 		$41M Buy
535,431
+51,318
+11% +$4.1M 13.28% 1
2025
Q4 		$38.8M Buy
484,113
+17,701
+4% +$1.41M 13.02% 1
2025
Q3 		$36.5M Buy
466,412
+24,265
+5% +$1.83M 12.1% 1
2025
Q2 		$32.1M Buy
442,147
+49,523
+13% +$3.33M 11.74% 1
2025
Q1 		$25.8M Buy
392,624
+32,753
+9% +$2.27M 10.28% 2
2024
Q4 		$24.8M Sell
359,871
-29,856
-8% -$2.07M 9.21% 1
2024
Q3 		$26.3M Sell
389,727
-89,522
-19% -$5.82M 8.31% 2
2024
Q2 		$30.7M Buy
479,249
+70,387
+17% +$4.33M 8.52% 2
2024
Q1 		$25.2M Buy
408,862
+141,331
+53% +$8.28M 7.02% 2
2023
Q4 		$15M Buy
267,531
+88,228
+49% +$4.62M 4.68% 5
2023
Q3 		$8.82M Buy
+179,303
New +$9.38M 3.15% 8

Other funds holding SPYM

USS Investment Management
USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kedalion Capital Management
Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
MKP Capital Management
MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Financial Insights's SPYM Position: Q3 2026 in Review

Financial Insights increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.4% in Q3 2026, buying an estimated $1.18M and bringing the position to 555,766 shares worth $49.9M. The position accounts for 12.67% of the portfolio, ranked #1.

Financial Insights first reported a position in SPYM in Q3 2023 and has held it in 13 quarters since. 1,303 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Financial Insights held 555,766 shares of State Street SPDR Portfolio S&P 500 ETF worth $49.9M as of Q3 2026.
  • Financial Insights bought 13,152 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $1.18M.
  • State Street SPDR Portfolio S&P 500 ETF made up 12.67% of Financial Insights's portfolio in Q3 2026, its #1 holding.
  • Financial Insights first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2023 and has held it in 13 quarters since.
  • 1,303 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Financial Insights's 13F filing for Q3 2026, filed 27 Oct 2026.