FFA
SPYM

Founders Financial Alliance’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Founders Financial Alliance’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 		$262K Sell
3,422
-192
-5% -$15.4K 0.05% 332
2025
Q4 		$290K Buy
3,614
+977
+37% +$77.7K 0.05% 296
2025
Q3 		$207K Buy
2,637
+20
+0.8% +$1.51K 0.04% 372
2025
Q2 		$190K Sell
2,617
-4,047
-61% -$272K 0.04% 325
2025
Q1 		$438K Buy
6,664
+27
+0.4% +$1.87K 0.11% 194
2024
Q4 		$458K Buy
6,637
+305
+5% +$21.1K 0.13% 157
2024
Q3 		$427K Hold
6,332
– – 0.12% 170
2024
Q2 		$405K Buy
6,332
+37
+0.6% +$2.28K 0.12% 169
2024
Q1 		$387K Buy
6,295
+130
+2% +$7.61K 0.12% 180
2023
Q4 		$345K Buy
6,165
+48
+0.8% +$2.52K 0.13% 165
2023
Q3 		$307K Buy
6,117
+296
+5% +$15.5K 0.13% 165
2023
Q2 		$303K Buy
5,821
+4,466
+330% +$220K 0.12% 187
2023
Q1 		$65.3K Buy
1,355
+122
+10% +$5.72K 0.03% 283
2022
Q4 		$55.5K Sell
1,233
-962
-44% -$43.5K 0.03% 313
2022
Q3 		$92K Buy
2,195
+1,145
+109% +$53.5K 0.05% 262
2022
Q2 		$47K Buy
+1,050
New +$50.6K 0.02% 341

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 $424B AUM 22.94% 1-Year Est. Return

Founders Financial Alliance's SPYM Position: Q1 2026 in Review

Founders Financial Alliance reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.3% in Q1 2026, selling an estimated $15.4K and leaving 3,422 shares worth $262K. The position accounts for 0.05% of the portfolio, ranked #332.

Founders Financial Alliance first reported a position in SPYM in Q2 2022 and has held it in 16 quarters since. The position peaked at $458K in Q4 2024. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Founders Financial Alliance held 3,422 shares of State Street SPDR Portfolio S&P 500 ETF worth $262K as of Q1 2026.
  • Founders Financial Alliance sold 192 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $15.4K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.05% of Founders Financial Alliance's portfolio in Q1 2026, its #332 holding.
  • Founders Financial Alliance first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2022 and has held it in 16 quarters since.
  • Founders Financial Alliance's State Street SPDR Portfolio S&P 500 ETF position peaked at $458K in Q4 2024.
  • 1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.