GM Advisory Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

GM Advisory Group’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	$372M	Buy	4,861,791 +116,648	+2%	+$9.33M	14.33%	1
2025 Q4	$381M	Buy	4,745,143 +185,616	+4%	+$14.8M	14.91%	1
2025 Q3	$357M	Buy	4,559,527 +152,774	+3%	+$11.5M	15.19%	1
2025 Q2	$320M	Buy	4,406,753 +223,111	+5%	+$15M	15.83%	1
2025 Q1	$275M	Buy	4,183,642 +143,502	+4%	+$9.93M	14.86%	1
2024 Q4	$279M	Buy	4,040,140 +569,953	+16%	+$39.5M	15.42%	1
2024 Q3	$234M	Buy	3,470,187 +93,564	+3%	+$6.08M	14.04%	1
2024 Q2	$216M	Buy	3,376,623 +130,244	+4%	+$8.02M	13.94%	1
2024 Q1	$200M	Buy	3,246,379 +205,689	+7%	+$12M	14.01%	1
2023 Q4	$170M	Buy	3,040,690 +149,365	+5%	+$7.83M	12.84%	1
2023 Q3	$145M	Buy	2,891,325 +215,128	+8%	+$11.3M	11.87%	1
2023 Q2	$139M	Buy	2,676,197 +183,401	+7%	+$9.05M	11.54%	1
2023 Q1	$120M	Buy	2,492,796 +438,867	+21%	+$20.6M	10.93%	1
2022 Q4	$92.4M	Buy	2,053,929 +720,002	+54%	+$32.5M	9.86%	1
2022 Q3	$56M	Buy	1,333,927 +507,678	+61%	+$23.7M	7.05%	4
2022 Q2	$36.6M	Buy	826,249 +59,467	+8%	+$2.87M	5.71%	4
2022 Q1	$40.7M	Buy	766,782 +93,804	+14%	+$4.91M	4.85%	6
2021 Q4	$37.6M	Buy	672,978 +648,454	+2,644%	+$35M	3.35%	10
2021 Q3	$1.24M	Buy	24,524 +2,489	+11%	+$129K	0.12%	80
2021 Q2	$1.11M	Buy	+22,035	New	+$1.08M	0.11%	88

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

GM Advisory Group's SPYM Position: Q1 2026 in Review

GM Advisory Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.5% in Q1 2026, buying an estimated $9.33M and bringing the position to 4,861,791 shares worth $372M. The position accounts for 14.33% of the portfolio, ranked #1.

GM Advisory Group first reported a position in SPYM in Q2 2021 and has held it in 20 quarters since. The position peaked at $381M in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

GM Advisory Group held 4,861,791 shares of State Street SPDR Portfolio S&P 500 ETF worth $372M as of Q1 2026.
GM Advisory Group bought 116,648 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $9.33M.
State Street SPDR Portfolio S&P 500 ETF made up 14.33% of GM Advisory Group's portfolio in Q1 2026, its #1 holding.
GM Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2021 and has held it in 20 quarters since.
GM Advisory Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $381M 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 GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.