Focus Partners Advisor Solutions’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Focus Partners Advisor Solutions’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	$16.2M	Sell	211,009 -28,219	-12%	-$2.26M	0.16%	74
2025 Q4	$19.2M	Buy	239,228 +219,783	+1,130%	+$17.5M	0.24%	64
2025 Q3	$1.55M	Sell	19,445 -58,677	-75%	-$4.43M	0.02%	394
2025 Q2	$5.68M	Sell	78,122 -9,824	-11%	-$661K	0.08%	128
2025 Q1	$5.78M	Sell	87,946 -18,117	-17%	-$1.25M	0.09%	115
2024 Q4	$7.31M	Buy	106,063 +60,692	+134%	+$4.21M	0.12%	93
2024 Q3	$3.06M	Buy	45,371 +5,534	+14%	+$360K	0.06%	140
2024 Q2	$2.55M	Buy	39,837 +7,212	+22%	+$444K	0.07%	143
2024 Q1	$2.01M	Buy	32,625 +13,324	+69%	+$780K	0.06%	160
2023 Q4	$1.08M	Sell	19,301 -6,316	-25%	-$331K	0.05%	160
2023 Q3	$1.29M	Buy	25,617 +211	+0.8%	+$11K	0.06%	148
2023 Q2	$1.32M	Buy	+25,406	New	+$1.25M	0.07%	112
2023 Q1	–	Sell	-19,817	Closed	-$891K	–	386
2022 Q4	$891K	Sell	19,817 -4,918	-20%	-$222K	0.07%	134
2022 Q3	$1.04M	Buy	+24,735	New	+$1.16M	0.06%	146

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 $374B AUM 17.66% 1-Year Est. Return

Focus Partners Advisor Solutions's SPYM Position: Q1 2026 in Review

Focus Partners Advisor Solutions reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 12% in Q1 2026, selling an estimated $2.26M and leaving 211,009 shares worth $16.2M. The position accounts for 0.16% of the portfolio, ranked #74.

Focus Partners Advisor Solutions first reported a position in SPYM in Q3 2022 and has held it in 14 quarters since. The position peaked at $19.2M in Q4 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Focus Partners Advisor Solutions held 211,009 shares of State Street SPDR Portfolio S&P 500 ETF worth $16.2M as of Q1 2026.
Focus Partners Advisor Solutions sold 28,219 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $2.26M.
State Street SPDR Portfolio S&P 500 ETF made up 0.16% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #74 holding.
Focus Partners Advisor Solutions first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2022 and has held it in 14 quarters since.
Focus Partners Advisor Solutions's State Street SPDR Portfolio S&P 500 ETF position peaked at $19.2M in Q4 2025.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.