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

Focus Partners Wealth’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	$47.8M	Sell	624,460 -51,751	-8%	-$4.14M	0.05%	297
2025 Q4	$54.2M	Buy	676,211 +433,323	+178%	+$34.5M	0.06%	275
2025 Q3	$19M	Buy	242,888 +10,241	+4%	+$772K	0.03%	409
2025 Q2	$16.9M	Buy	232,647 +196,138	+537%	+$13.2M	0.04%	394
2025 Q1	$2.4M	Sell	36,509 -204,773	-85%	-$14.2M	0.01%	805
2024 Q4	$16.6M	Buy	241,282 +216,684	+881%	+$15M	0.04%	353
2024 Q3	$1.65M	Sell	24,598 -211,801	-90%	-$13.8M	0.01%	821
2024 Q2	$15.1M	Buy	236,399 +214,597	+984%	+$13.2M	0.05%	290
2024 Q1	$1.34M	Buy	21,802 +17,215	+375%	+$1.01M	0.01%	554
2023 Q4	$256K	Buy	+4,587	New	+$240K	﹤0.01%	701

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 Wealth's SPYM Position: Q1 2026 in Review

Focus Partners Wealth reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 7.7% in Q1 2026, selling an estimated $4.14M and leaving 624,460 shares worth $47.8M. The position accounts for 0.05% of the portfolio, ranked #297.

Focus Partners Wealth first reported a position in SPYM in Q4 2023 and has held it in 10 quarters since. The position peaked at $54.2M in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Focus Partners Wealth held 624,460 shares of State Street SPDR Portfolio S&P 500 ETF worth $47.8M as of Q1 2026.
Focus Partners Wealth sold 51,751 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $4.14M.
State Street SPDR Portfolio S&P 500 ETF made up 0.05% of Focus Partners Wealth's portfolio in Q1 2026, its #297 holding.
Focus Partners Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Focus Partners Wealth's State Street SPDR Portfolio S&P 500 ETF position peaked at $54.2M in Q4 2025.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.