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

Frazier Financial 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	$35.4K	Hold	463	–	–	0.02%	233
2025 Q4	$37.1K	Hold	463	–	–	0.02%	193
2025 Q3	$36.3K	Hold	463	–	–	0.02%	194
2025 Q2	$33.7K	Hold	463	–	–	0.02%	194
2025 Q1	$30.4K	Hold	463	–	–	0.02%	195
2024 Q4	$32K	Sell	463 -42	-8%	-$2.91K	0.03%	184
2024 Q3	$34.1K	Sell	505 -12	-2%	-$780	0.03%	188
2024 Q2	$33.1K	Buy	517 +505	+4,208%	+$31.1K	0.03%	210
2024 Q1	$746	Buy	+12	New	+$703	﹤0.01%	821

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

Frazier Financial Advisors's SPYM Position: Q1 2026 in Review

Frazier Financial Advisors held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q1 2026 at 463 shares worth $35.4K. The position accounts for 0.02% of the portfolio, ranked #233.

Frazier Financial Advisors first reported a position in SPYM in Q1 2024 and has held it in 9 quarters since. The position peaked at $37.1K in Q4 2025. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Frazier Financial Advisors held 463 shares of State Street SPDR Portfolio S&P 500 ETF worth $35.4K as of Q1 2026.
Frazier Financial 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 0.02% of Frazier Financial Advisors's portfolio in Q1 2026, its #233 holding.
Frazier Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
Frazier Financial Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $37.1K in Q4 2025.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.