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

FSA 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	$1.32M	Buy	17,228 +868	+5%	+$69.4K	0.87%	31
2025 Q4	$1.31M	Buy	+16,360	New	+$1.3M	0.91%	32
2025 Q3	–	Sell	-15,087	Closed	-$1.1M	–	174
2025 Q2	$1.1M	Sell	15,087 -1,490	-9%	-$100K	0.89%	35
2025 Q1	$1.09M	Buy	16,577 +8,312	+101%	+$575K	0.86%	34
2024 Q4	$570K	Sell	8,265 -5,752	-41%	-$399K	0.7%	51
2024 Q3	$927K	Sell	14,017 -2,785	-17%	-$181K	0.92%	31
2024 Q2	$1.06M	Sell	16,802 -143	-0.8%	-$8.8K	1.11%	24
2024 Q1	$1.04M	Sell	16,945 -1,416	-8%	-$82.9K	1.12%	23
2023 Q4	$1.03M	Buy	+18,361	New	+$962K	1.27%	19

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

FSA Advisors's SPYM Position: Q1 2026 in Review

FSA Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.3% in Q1 2026, buying an estimated $69.4K and bringing the position to 17,228 shares worth $1.32M. The position accounts for 0.87% of the portfolio, ranked #31.

FSA Advisors first reported a position in SPYM in Q4 2023 and has held it in 9 quarters since. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

FSA Advisors held 17,228 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.32M as of Q1 2026.
FSA Advisors bought 868 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $69.4K.
State Street SPDR Portfolio S&P 500 ETF made up 0.87% of FSA Advisors's portfolio in Q1 2026, its #31 holding.
FSA Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 9 quarters since.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on FSA Advisors's 13F filing for Q1 2026, filed 6 May 2026.