FIA
SPYM

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

Foundations Investment 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 		$9.11M Sell
118,997
-56,021
-32% -$4.48M 0.11% 164
2025
Q4 		$14M Sell
175,018
-21,386
-11% -$1.7M 0.18% 120
2025
Q3 		$15.4M Buy
196,404
+149,596
+320% +$11.3M 0.22% 105
2025
Q2 		$3.4M Sell
46,808
-1,674
-3% -$113K 0.05% 247
2025
Q1 		$3.19M Buy
48,482
+446
+0.9% +$30.8K 0.06% 243
2024
Q4 		$3.31M Sell
48,036
-8,461
-15% -$586K 0.06% 223
2024
Q3 		$3.81M Sell
56,497
-35
-0.1% -$2.28K 0.08% 204
2024
Q2 		$3.62M Buy
56,532
+9,125
+19% +$562K 0.09% 180
2024
Q1 		$2.92M Sell
47,407
-5,983
-11% -$350K 0.08% 198
2023
Q4 		$3.07M Sell
53,390
-26,288
-33% -$1.38M 0.08% 176
2023
Q3 		$4M Sell
79,678
-8,313
-9% -$435K 0.12% 137
2023
Q2 		$4.59M Buy
87,991
+61,074
+227% +$3.01M 0.15% 95
2023
Q1 		$1.3M Sell
26,917
-4,034
-13% -$189K 0.05% 204
2022
Q4 		$1.39M Buy
+30,951
New +$1.4M 0.06% 171
2018
Q4 		– Sell
-7,683
Closed -$262K – 126
2018
Q3 		$262K Sell
7,683
-211,239
-96% -$7.06M 0.06% 84
2018
Q2 		$6.98M Buy
+218,922
New +$6.95M 1.86% 16

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Foundations Investment Advisors's SPYM Position: Q1 2026 in Review

Foundations Investment Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 32% in Q1 2026, selling an estimated $4.48M and leaving 118,997 shares worth $9.11M. The position accounts for 0.11% of the portfolio, ranked #164.

Foundations Investment Advisors first reported a position in SPYM in Q2 2018 and has held it in 16 quarters since. The position peaked at $15.4M in Q3 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Foundations Investment Advisors held 118,997 shares of State Street SPDR Portfolio S&P 500 ETF worth $9.11M as of Q1 2026.
  • Foundations Investment Advisors sold 56,021 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $4.48M.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.11% of Foundations Investment Advisors's portfolio in Q1 2026, its #164 holding.
  • Foundations Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2018 and has held it in 16 quarters since.
  • Foundations Investment Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $15.4M in Q3 2025.
  • 1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.