FI
SPYM

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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Insights's SPYM Position: Q1 2026 in Review

Financial Insights increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 11% in Q1 2026, buying an estimated $4.1M and bringing the position to 535,431 shares worth $41M. The position accounts for 13.28% of the portfolio, ranked #1.

Financial Insights first reported a position in SPYM in Q3 2023 and has held it in 11 quarters since. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Financial Insights held 535,431 shares of State Street SPDR Portfolio S&P 500 ETF worth $41M as of Q1 2026.
  • Financial Insights bought 51,318 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $4.1M.
  • State Street SPDR Portfolio S&P 500 ETF made up 13.28% of Financial Insights's portfolio in Q1 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 11 quarters since.
  • 1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.