Gateway Wealth Partners’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Gateway Wealth Partners’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	$53.2M	Buy	695,533 +410,813	+144%	+$32.9M	2.07%	3
2025 Q4	$22.8M	Buy	284,720 +12,677	+5%	+$1.01M	2.54%	2
2025 Q3	$21.3M	Buy	272,043 +67,750	+33%	+$5.11M	2.88%	1
2025 Q2	$14.9M	Buy	204,293 +20,557	+11%	+$1.38M	2.82%	2
2025 Q1	$12.1M	Buy	183,736 +18,401	+11%	+$1.27M	2.71%	3
2024 Q4	$11.4M	Buy	165,335 +128,592	+350%	+$8.91M	2.95%	3
2024 Q3	$2.48M	Buy	36,743 +59	+0.2%	+$3.84K	0.68%	40
2024 Q2	$2.35M	Sell	36,684 -6,836	-16%	-$421K	0.71%	37
2024 Q1	$2.68M	Sell	43,520 -50,803	-54%	-$2.98M	0.96%	25
2023 Q4	$5.27M	Sell	94,323 -1,391,580	-94%	-$72.9M	2.12%	7
2023 Q3	$74.7M	Sell	1,485,903 -57,031	-4%	-$2.98M	13.46%	1
2023 Q2	$80.4M	Sell	1,542,934 -22,712	-1%	-$1.12M	14.37%	1
2023 Q1	$75.4M	Buy	1,565,646 +50,900	+3%	+$2.39M	11.6%	1
2022 Q4	$68.1M	Buy	+1,514,746	New	+$68.5M	11.71%	1

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

Gateway Wealth Partners's SPYM Position: Q1 2026 in Review

Gateway Wealth Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 144% in Q1 2026, buying an estimated $32.9M and bringing the position to 695,533 shares worth $53.2M. The position accounts for 2.07% of the portfolio, ranked #3.

Gateway Wealth Partners first reported a position in SPYM in Q4 2022 and has held it in 14 quarters since. The position peaked at $80.4M in Q2 2023. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Gateway Wealth Partners held 695,533 shares of State Street SPDR Portfolio S&P 500 ETF worth $53.2M as of Q1 2026.
Gateway Wealth Partners bought 410,813 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $32.9M.
State Street SPDR Portfolio S&P 500 ETF made up 2.07% of Gateway Wealth Partners's portfolio in Q1 2026, its #3 holding.
Gateway Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
Gateway Wealth Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $80.4M in Q2 2023.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.