FCH
SPYM

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

Freestone Capital Holdings’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 		$264K Sell
3,444
-301
-8% -$24.1K 0.01% 467
2025
Q4 		$300K Buy
3,745
+940
+34% +$74.8K 0.01% 422
2025
Q3 		$220K Buy
2,805
+4
+0.1% +$302 0.01% 488
2025
Q2 		$204K Buy
+2,801
New +$188K 0.01% 429

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

Freestone Capital Holdings's SPYM Position: Q1 2026 in Review

Freestone Capital Holdings reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 8% in Q1 2026, selling an estimated $24.1K and leaving 3,444 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #467.

Freestone Capital Holdings first reported a position in SPYM in Q2 2025 and has held it in 4 quarters since. The position peaked at $300K in Q4 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Freestone Capital Holdings held 3,444 shares of State Street SPDR Portfolio S&P 500 ETF worth $264K as of Q1 2026.
  • Freestone Capital Holdings sold 301 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $24.1K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Freestone Capital Holdings's portfolio in Q1 2026, its #467 holding.
  • Freestone Capital Holdings first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 4 quarters since.
  • Freestone Capital Holdings's State Street SPDR Portfolio S&P 500 ETF position peaked at $300K in Q4 2025.
  • 1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.