GAFA
SPYM

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

Garton & Associates 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 		– Sell
-35
Closed -$2.81K – 616
2025
Q4 		$2.81K Buy
+35
New +$2.78K ﹤0.01% 1074

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Garton & Associates Financial Advisors's SPYM Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2026, closing a stake of 35 shares — an estimated $2.81K sold.

Garton & Associates Financial Advisors first reported a position in SPYM in Q4 2025 and held it in 1 quarter. The position peaked at $2.81K in Q4 2025. 1,602 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 35 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $2.81K.
  • Garton & Associates Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.81K in Q4 2025.
  • 1,602 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.