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

First Trust 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	$3.68M	Buy	48,019 +3,180	+7%	+$254K	﹤0.01%	1634
2025 Q4	$3.6M	Sell	44,839 -7,292	-14%	-$580K	﹤0.01%	1603
2025 Q3	$4.08M	Buy	52,131 +10,463	+25%	+$789K	﹤0.01%	1483
2025 Q2	$3.03M	Buy	41,668 +521	+1%	+$35K	﹤0.01%	1618
2025 Q1	$2.71M	Sell	41,147 -2,604	-6%	-$180K	﹤0.01%	1643
2024 Q4	$3.02M	Buy	+43,751	New	+$3.03M	﹤0.01%	1631

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

First Trust Advisors's SPYM Position: Q1 2026 in Review

First Trust Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 7.1% in Q1 2026, buying an estimated $254K and bringing the position to 48,019 shares worth $3.68M. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

First Trust Advisors first reported a position in SPYM in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.08M in Q3 2025. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

First Trust Advisors held 48,019 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.68M as of Q1 2026.
First Trust Advisors bought 3,180 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $254K.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of First Trust Advisors's portfolio in Q1 2026, its #1634 holding.
First Trust Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
First Trust Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $4.08M in Q3 2025.
1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.