Global Strategic Investment Solutions’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Global Strategic Investment Solutions’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	-8,000	Closed	-$642K	–	156
2025 Q4	$642K	Hold	8,000	–	–	0.06%	95
2025 Q3	$627K	Hold	8,000	–	–	0.06%	93
2025 Q2	$582K	Hold	8,000	–	–	0.06%	101
2025 Q1	$526K	Hold	8,000	–	–	0.06%	95
2024 Q4	$552K	Hold	8,000	–	–	0.06%	97
2024 Q3	$540K	Hold	8,000	–	–	0.06%	95
2024 Q2	$512K	Hold	8,000	–	–	0.06%	94
2024 Q1	$492K	Hold	8,000	–	–	0.06%	97
2023 Q4	$447K	Hold	8,000	–	–	0.05%	96
2023 Q3	$402K	Hold	8,000	–	–	0.05%	97
2023 Q2	$417K	Hold	8,000	–	–	0.05%	99
2023 Q1	$385K	Hold	8,000	–	–	0.06%	95
2022 Q4	$360K	Hold	8,000	–	–	0.02%	93
2022 Q3	$336K	Hold	8,000	–	–	0.02%	99
2022 Q2	$355K	Hold	8,000	–	–	0.03%	90
2022 Q1	$425K	Hold	8,000	–	–	0.03%	85
2021 Q4	$447K	Hold	8,000	–	–	0.07%	84
2021 Q3	$404K	Hold	8,000	–	–	0.07%	90
2021 Q2	$403K	Hold	8,000	–	–	0.07%	89
2021 Q1	$373K	Hold	8,000	–	–	0.07%	96
2020 Q4	$352K	Hold	8,000	–	–	0.08%	74
2020 Q3	$315K	Hold	8,000	–	–	0.08%	74
2020 Q2	$290K	Hold	8,000	–	–	0.08%	75
2020 Q1	$242K	Hold	8,000	–	–	0.09%	74
2019 Q4	$303K	Buy	+8,000	New	+$289K	0.11%	56

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

Global Strategic Investment Solutions's SPYM Position: Q1 2026 in Review

Global Strategic Investment Solutions sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2026, closing a stake of 8,000 shares — an estimated $642K sold.

Global Strategic Investment Solutions first reported a position in SPYM in Q4 2019 and held it in 25 quarters. The position peaked at $642K in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Global Strategic Investment Solutions reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
Global Strategic Investment Solutions sold 8,000 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $642K.
Global Strategic Investment Solutions first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and held it in 25 quarters.
Global Strategic Investment Solutions's State Street SPDR Portfolio S&P 500 ETF position peaked at $642K in Q4 2025.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Global Strategic Investment Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.