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

Geneos Wealth Management’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	$53.8M	Buy	703,341 +151,306	+27%	+$12.1M	1.25%	8
2025 Q4	$44.3M	Buy	552,035 +9,059	+2%	+$720K	1.08%	10
2025 Q3	$42.5M	Buy	542,976 +7,230	+1%	+$545K	1.08%	11
2025 Q2	$38.9M	Sell	535,746 -283,465	-35%	-$19.1M	0.95%	11
2025 Q1	$53.9M	Buy	819,211 +520,903	+175%	+$36M	0.78%	19
2024 Q4	$20.6M	Buy	298,308 +18,329	+7%	+$1.27M	0.72%	22
2024 Q3	$18.9M	Buy	279,979 +18,782	+7%	+$1.22M	0.72%	25
2024 Q2	$16.7M	Buy	261,197 +10,728	+4%	+$660K	0.74%	25
2024 Q1	$15.4M	Buy	250,469 +10,880	+5%	+$637K	0.71%	27
2023 Q4	$13.4M	Buy	239,589 +84,874	+55%	+$4.45M	0.66%	29
2023 Q3	$7.78M	Buy	154,715 +5,067	+3%	+$265K	0.4%	47
2023 Q2	$7.8M	Buy	149,648 +23,636	+19%	+$1.17M	0.41%	45
2023 Q1	$6.07M	Buy	126,012 +6,142	+5%	+$288K	0.37%	59
2022 Q4	$5.39M	Buy	119,870 +6,321	+6%	+$286K	0.33%	80
2022 Q3	$4.77M	Buy	113,549 +8,901	+9%	+$416K	0.33%	74
2022 Q2	$4.69M	Buy	104,648 +34,625	+49%	+$1.67M	0.23%	104
2022 Q1	$3.72M	Buy	70,023 +16,137	+30%	+$845K	0.16%	147
2021 Q4	$3.01M	Buy	53,886 +11,313	+27%	+$611K	0.11%	191
2021 Q3	$2.17M	Buy	42,573 +3,487	+9%	+$181K	0.08%	232
2021 Q2	$1.99M	Sell	39,086 -1,115,559	-97%	-$54.7M	0.08%	241
2021 Q1	$56.6M	Buy	1,154,645 +43,908	+4%	+$1.99M	1.58%	5
2020 Q4	$1.58M	Buy	1,110,737 +1,078,624	+3,359%	+$45M	0.06%	266
2020 Q3	$1.24M	Buy	32,113 +4,272	+15%	+$166K	0.06%	260
2020 Q2	$981K	Buy	27,841 +14,367	+107%	+$494K	0.05%	288
2020 Q1	$401K	Buy	13,474 +7,241	+116%	+$260K	0.03%	418
2019 Q4	$236K	Buy	6,233 +825	+15%	+$29.8K	0.01%	643
2019 Q3	$187K	Buy	5,408 +1,175	+28%	+$40.8K	0.01%	683
2019 Q2	$146K	Hold	4,233	–	–	0.01%	780
2019 Q1	$140K	Sell	4,233 -1,310	-24%	-$41.8K	0.01%	760
2018 Q4	$160K	Buy	5,543 +800	+17%	+$25.2K	0.01%	673
2018 Q3	$161K	Buy	4,743 +1,035	+28%	+$34.6K	0.01%	720
2018 Q2	$118K	Buy	3,708 +405	+12%	+$12.9K	0.01%	731
2018 Q1	$102K	Buy	+3,303	New	+$106K	0.01%	746

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

Geneos Wealth Management's SPYM Position: Q1 2026 in Review

Geneos Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 27% in Q1 2026, buying an estimated $12.1M and bringing the position to 703,341 shares worth $53.8M. The position accounts for 1.25% of the portfolio, ranked #8.

Geneos Wealth Management first reported a position in SPYM in Q1 2018 and has held it in 33 quarters since. The position peaked at $56.6M in Q1 2021. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Geneos Wealth Management held 703,341 shares of State Street SPDR Portfolio S&P 500 ETF worth $53.8M as of Q1 2026.
Geneos Wealth Management bought 151,306 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $12.1M.
State Street SPDR Portfolio S&P 500 ETF made up 1.25% of Geneos Wealth Management's portfolio in Q1 2026, its #8 holding.
Geneos Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2018 and has held it in 33 quarters since.
Geneos Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $56.6M in Q1 2021.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.