FWG Investments’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

FWG Investments’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	$2.29M	Buy	29,972 +8,533	+40%	+$683K	1.46%	15
2025 Q4	$1.72M	Buy	21,439 +1,217	+6%	+$96.8K	1.1%	25
2025 Q3	$1.58M	Sell	20,222 -5,862	-22%	-$442K	1.09%	25
2025 Q2	$1.9M	Sell	26,084 -4,261	-14%	-$287K	1.44%	16
2025 Q1	$2M	Sell	30,345 -15,424	-34%	-$1.07M	2.34%	12
2024 Q4	$3.16M	Buy	45,769 +866	+2%	+$60K	2.45%	4
2024 Q3	$3.03M	Buy	44,903 +1,132	+3%	+$73.6K	2.62%	4
2024 Q2	$2.8M	Sell	43,771 -628	-1%	-$38.7K	2.83%	3
2024 Q1	$2.73M	Sell	44,399 -7,738	-15%	-$453K	2.96%	4
2023 Q4	$2.91M	Buy	+52,137	New	+$2.73M	3.62%	4

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

FWG Investments's SPYM Position: Q1 2026 in Review

FWG Investments increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 40% in Q1 2026, buying an estimated $683K and bringing the position to 29,972 shares worth $2.29M. The position accounts for 1.46% of the portfolio, ranked #15.

FWG Investments first reported a position in SPYM in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.16M in Q4 2024. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

FWG Investments held 29,972 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.29M as of Q1 2026.
FWG Investments bought 8,533 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $683K.
State Street SPDR Portfolio S&P 500 ETF made up 1.46% of FWG Investments's portfolio in Q1 2026, its #15 holding.
FWG Investments first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
FWG Investments's State Street SPDR Portfolio S&P 500 ETF position peaked at $3.16M in Q4 2024.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on FWG Investments's 13F filing for Q1 2026, filed 21 Apr 2026.