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

GeoWealth 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	$5.6M	Buy	73,145 +10,256	+16%	+$820K	0.2%	63
2025 Q4	$5.04M	Buy	62,889 +10,803	+21%	+$859K	0.19%	77
2025 Q3	$4.08M	Sell	52,086 -13,681	-21%	-$1.03M	0.15%	90
2025 Q2	$4.78M	Buy	65,767 +3,202	+5%	+$215K	0.19%	66
2025 Q1	$4.11M	Buy	62,565 +23,545	+60%	+$1.63M	0.17%	81
2024 Q4	$2.69M	Sell	39,020 -6,270	-14%	-$435K	0.09%	149
2024 Q3	$3.06M	Sell	45,290 -789	-2%	-$51.3K	0.11%	144
2024 Q2	$2.95M	Buy	46,079 +1,415	+3%	+$87.1K	0.13%	119
2024 Q1	$2.75M	Buy	44,664 +16,303	+57%	+$955K	0.11%	144
2023 Q4	$1.59M	Buy	28,361 +14,293	+102%	+$749K	0.13%	153
2023 Q3	$707K	Sell	14,068 -152	-1%	-$7.95K	0.08%	173
2023 Q2	$742K	Buy	14,220 +5,217	+58%	+$257K	0.08%	139
2023 Q1	$434K	Sell	9,003 -80,699	-90%	-$3.79M	0.05%	142
2022 Q4	$4.03M	Sell	89,702 -1,250	-1%	-$56.5K	0.43%	50
2022 Q3	$3.82M	Buy	90,952 +2,860	+3%	+$134K	0.42%	51
2022 Q2	$3.9M	Sell	88,092 -77,831	-47%	-$3.75M	0.52%	48
2022 Q1	$8.82M	Buy	165,923 +4,666	+3%	+$244K	0.77%	35
2021 Q4	$9M	Buy	161,257 +27,132	+20%	+$1.47M	0.73%	38
2021 Q3	$6.77M	Sell	134,125 -8,006	-6%	-$415K	0.56%	57
2021 Q2	$7.15M	Sell	142,131 -3,738	-3%	-$183K	0.9%	26
2021 Q1	$6.8M	Sell	145,869 -7,501	-5%	-$340K	1.06%	24
2020 Q4	$6.75M	Sell	153,370 -25,919	-14%	-$1.08M	1.08%	25
2020 Q3	$7.06M	Buy	179,289 +162,682	+980%	+$6.33M	2.14%	8
2020 Q2	$603K	Sell	16,607 -20,652	-55%	-$710K	0.25%	88
2020 Q1	$1.13M	Buy	37,259 +4,030	+12%	+$145K	0.8%	39
2019 Q4	$1.26M	Sell	33,229 -52,499	-61%	-$1.9M	0.68%	44
2019 Q3	$2.99M	Buy	+85,728	New	+$2.98M	0.67%	31

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

GeoWealth Management's SPYM Position: Q1 2026 in Review

GeoWealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 16% in Q1 2026, buying an estimated $820K and bringing the position to 73,145 shares worth $5.6M. The position accounts for 0.2% of the portfolio, ranked #63.

GeoWealth Management first reported a position in SPYM in Q3 2019 and has held it in 27 quarters since. The position peaked at $9M in Q4 2021. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

GeoWealth Management held 73,145 shares of State Street SPDR Portfolio S&P 500 ETF worth $5.6M as of Q1 2026.
GeoWealth Management bought 10,256 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $820K.
State Street SPDR Portfolio S&P 500 ETF made up 0.2% of GeoWealth Management's portfolio in Q1 2026, its #63 holding.
GeoWealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2019 and has held it in 27 quarters since.
GeoWealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $9M in Q4 2021.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.