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

Gallagher Fiduciary 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	$1.1M	Buy	14,352 +2,241	+19%	+$179K	0.04%	69
2025 Q4	$972K	Buy	12,111 +3,333	+38%	+$265K	0.03%	101
2025 Q3	$688K	Buy	8,778 +4,036	+85%	+$304K	0.03%	113
2025 Q2	$345K	Buy	+4,742	New	+$319K	0.01%	233

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 $424B AUM 22.94% 1-Year Est. Return

Gallagher Fiduciary Advisors's SPYM Position: Q1 2026 in Review

Gallagher Fiduciary Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 19% in Q1 2026, buying an estimated $179K and bringing the position to 14,352 shares worth $1.1M. The position accounts for 0.04% of the portfolio, ranked #69.

Gallagher Fiduciary Advisors first reported a position in SPYM in Q2 2025 and has held it in 4 quarters since. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Gallagher Fiduciary Advisors held 14,352 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.1M as of Q1 2026.
Gallagher Fiduciary Advisors bought 2,241 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $179K.
State Street SPDR Portfolio S&P 500 ETF made up 0.04% of Gallagher Fiduciary Advisors's portfolio in Q1 2026, its #69 holding.
Gallagher Fiduciary Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 4 quarters since.
1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2026, filed 15 May 2026.