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

Fortis 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	$368K	Hold	4,812	–	–	0.18%	83
2025 Q4	$386K	Buy	4,812 +14	+0.3%	+$1.11K	0.21%	79
2025 Q3	$376K	Sell	4,798 -805	-14%	-$60.7K	0.21%	79
2025 Q2	$407K	Sell	5,603 -2,991	-35%	-$201K	0.26%	71
2025 Q1	$565K	Sell	8,594 -1,011	-11%	-$69.9K	0.37%	52
2024 Q4	$662K	Buy	9,605 +225	+2%	+$15.6K	0.43%	45
2024 Q3	$633K	Buy	9,380 +848	+10%	+$55.1K	0.41%	43
2024 Q2	$546K	Buy	8,532 +2,320	+37%	+$143K	0.38%	42
2024 Q1	$382K	Buy	6,212 +39	+0.6%	+$2.28K	0.26%	64
2023 Q4	$345K	Buy	6,173 +1,935	+46%	+$101K	0.25%	66
2023 Q3	$213K	Sell	4,238 -1,822	-30%	-$95.3K	0.16%	83
2023 Q2	$316K	Buy	6,060 +24	+0.4%	+$1.18K	0.23%	67
2023 Q1	$291K	Sell	6,036 -1,528	-20%	-$71.7K	0.19%	73
2022 Q4	$340K	Buy	7,564 +35	+0.5%	+$1.58K	0.26%	64
2022 Q3	$316K	Buy	7,529 +83	+1%	+$3.88K	0.23%	71
2022 Q2	$330K	Buy	7,446 +1,290	+21%	+$62.2K	0.22%	69
2022 Q1	$327K	Buy	+6,156	New	+$322K	0.18%	75
2021 Q4	–	Sell	-3,280	Closed	-$165K	–	277
2021 Q3	$165K	Buy	3,280 +1,103	+51%	+$57.2K	0.1%	104
2021 Q2	$110K	Buy	2,177 +531	+32%	+$26.1K	0.06%	132
2021 Q1	$77K	Buy	+1,646	New	+$74.6K	0.05%	129
2020 Q2	–	Sell	-3,374	Closed	-$102K	–	306
2020 Q1	$102K	Buy	+3,374	New	+$121K	0.07%	144

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

Fortis Advisors's SPYM Position: Q1 2026 in Review

Fortis Advisors held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q1 2026 at 4,812 shares worth $368K. The position accounts for 0.18% of the portfolio, ranked #83.

Fortis Advisors first reported a position in SPYM in Q1 2020 and has held it in 21 quarters since. The position peaked at $662K in Q4 2024. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Fortis Advisors held 4,812 shares of State Street SPDR Portfolio S&P 500 ETF worth $368K as of Q1 2026.
Fortis Advisors left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.18% of Fortis Advisors's portfolio in Q1 2026, its #83 holding.
Fortis Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2020 and has held it in 21 quarters since.
Fortis Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $662K in Q4 2024.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Fortis Advisors's 13F filing for Q1 2026, filed 14 May 2026.