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

Financial Management Network’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	$1.15M	Sell	14,376 -2	-0%	-$160	0.18%	78
2025 Q4	$1.16M	Sell	14,378 -442	-3%	-$35.2K	0.18%	74
2025 Q3	$1.17M	Sell	14,820 -462	-3%	-$34.9K	0.19%	75
2025 Q2	$1.12M	Buy	15,282 +161	+1%	+$10.8K	0.2%	74
2025 Q1	$897K	Sell	15,121 -246	-2%	-$17K	0.2%	74
2024 Q4	$1.07M	Sell	15,367 -245	-2%	-$17K	0.22%	67
2024 Q3	$1.05M	Sell	15,612 -79	-0.5%	-$5.14K	0.22%	75
2024 Q2	$1.02M	Buy	15,691 +22	+0.1%	+$1.35K	0.25%	69
2024 Q1	$946K	Sell	15,669 -2,274	-13%	-$133K	0.24%	69
2023 Q4	$988K	Sell	17,943 -763	-4%	-$40K	0.29%	55
2023 Q3	$934K	Sell	18,706 -1,117	-6%	-$58.4K	0.31%	55
2023 Q2	$1.03M	Sell	19,823 -1,449	-7%	-$71.5K	0.36%	50
2023 Q1	$1.02M	Sell	21,272 -57	-0.3%	-$2.67K	0.41%	47
2022 Q4	$963K	Sell	21,329 -185	-0.9%	-$8.36K	0.43%	51
2022 Q3	$956K	Sell	21,514 -275	-1%	-$12.8K	0.47%	48
2022 Q2	$976K	Sell	21,789 -2	-0%	-$96	0.52%	46
2022 Q1	$1.17M	Sell	21,791 -492	-2%	-$25.8K	0.59%	37
2021 Q4	$1.25M	Sell	22,283 -1,745	-7%	-$94.2K	0.57%	42
2021 Q3	$1.21M	Buy	24,028 +1,010	+4%	+$52.4K	0.61%	42
2021 Q2	$1.17M	Buy	23,018 +5,028	+28%	+$247K	0.6%	40
2021 Q1	$884K	Buy	17,990 +1,922	+12%	+$87.2K	0.46%	48
2020 Q4	$725K	Buy	+16,068	New	+$670K	0.45%	47

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 $424B AUM 22.94% 1-Year Est. Return

Financial Management Network's SPYM Position: Q1 2026 in Review

Financial Management Network reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.01% in Q1 2026, selling an estimated $160 and leaving 14,376 shares worth $1.15M. The position accounts for 0.18% of the portfolio, ranked #78.

Financial Management Network first reported a position in SPYM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.25M in Q4 2021. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Financial Management Network held 14,376 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.15M as of Q1 2026.
Financial Management Network sold 2 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $160.
State Street SPDR Portfolio S&P 500 ETF made up 0.18% of Financial Management Network's portfolio in Q1 2026, its #78 holding.
Financial Management Network first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
Financial Management Network's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.25M in Q4 2021.
1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.