Fourpath Capital Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Fourpath Capital Management’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	$388K	Sell	5,073 -1,395	-22%	-$112K	0.06%	170
2025 Q4	$519K	Buy	6,468 +1,335	+26%	+$106K	0.07%	151
2025 Q3	$402K	Sell	5,133 -564	-10%	-$42.5K	0.06%	163
2025 Q2	$414K	Sell	5,697 -2,482	-30%	-$167K	0.07%	158
2025 Q1	$538K	Sell	8,179 -251	-3%	-$17.4K	0.09%	130
2024 Q4	$581K	Sell	8,430 -538	-6%	-$37.3K	0.11%	126
2024 Q3	$605K	Sell	8,968 -191	-2%	-$12.4K	0.11%	124
2024 Q2	$586K	Sell	9,159 -339	-4%	-$20.9K	0.43%	55
2024 Q1	$584K	Sell	9,498 -169	-2%	-$9.9K	0.41%	57
2023 Q4	$540K	Sell	9,667 -1,932	-17%	-$101K	0.37%	59
2023 Q3	$583K	Buy	+11,599	New	+$607K	0.44%	54
2023 Q2	–	Sell	-15,727	Closed	-$757K	–	125
2023 Q1	$757K	Sell	15,727 -242	-2%	-$11.4K	0.53%	45
2022 Q4	$718K	Sell	15,969 -7,087	-31%	-$320K	0.52%	49
2022 Q3	$968K	Sell	23,056 -449	-2%	-$21K	0.66%	37
2022 Q2	$1.04M	Sell	23,505 -10,836	-32%	-$522K	0.65%	36
2022 Q1	$1.82M	Sell	34,341 -3,511	-9%	-$184K	0.73%	29
2021 Q4	$2.11M	Buy	+37,852	New	+$2.04M	0.81%	23

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

Fourpath Capital Management's SPYM Position: Q1 2026 in Review

Fourpath Capital Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 22% in Q1 2026, selling an estimated $112K and leaving 5,073 shares worth $388K. The position accounts for 0.06% of the portfolio, ranked #170.

Fourpath Capital Management first reported a position in SPYM in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.11M in Q4 2021. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Fourpath Capital Management held 5,073 shares of State Street SPDR Portfolio S&P 500 ETF worth $388K as of Q1 2026.
Fourpath Capital Management sold 1,395 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $112K.
State Street SPDR Portfolio S&P 500 ETF made up 0.06% of Fourpath Capital Management's portfolio in Q1 2026, its #170 holding.
Fourpath Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 17 quarters since.
Fourpath Capital Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.11M in Q4 2021.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Fourpath Capital Management's 13F filing for Q1 2026, filed 1 May 2026.