GWP
SPYM

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

Gen-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 		$17.9M Buy
233,517
+14,649
+7% +$1.17M 5.63% 1
2025
Q4 		$17.6M Buy
218,868
+10,077
+5% +$801K 5.63% 1
2025
Q3 		$16.4M Buy
208,791
+24,921
+14% +$1.88M 5.53% 1
2025
Q2 		$13.4M Sell
183,870
-76,067
-29% -$5.12M 5.16% 1
2025
Q1 		$17.1M Buy
259,937
+9,208
+4% +$637K 7.14% 1
2024
Q4 		$17.3M Sell
250,729
-5,597
-2% -$388K 7.43% 1
2024
Q3 		$17.5M Buy
256,326
+2,167
+0.9% +$141K 7.64% 1
2024
Q2 		$16.3M Sell
254,159
-19,032
-7% -$1.17M 7.86% 1
2024
Q1 		$16.8M Buy
+273,191
New +$16M 8.33% 1

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gen-Wealth Partners's SPYM Position: Q1 2026 in Review

Gen-Wealth Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 6.7% in Q1 2026, buying an estimated $1.17M and bringing the position to 233,517 shares worth $17.9M. The position accounts for 5.63% of the portfolio, ranked #1.

Gen-Wealth Partners first reported a position in SPYM in Q1 2024 and has held it in 9 quarters since. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Gen-Wealth Partners held 233,517 shares of State Street SPDR Portfolio S&P 500 ETF worth $17.9M as of Q1 2026.
  • Gen-Wealth Partners bought 14,649 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $1.17M.
  • State Street SPDR Portfolio S&P 500 ETF made up 5.63% of Gen-Wealth Partners's portfolio in Q1 2026, its #1 holding.
  • Gen-Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.