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

Goodman 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	$23.1M	Sell	301,363 -9,143	-3%	-$731K	5.98%	2
2025 Q4	$24.9M	Sell	310,506 -21,488	-6%	-$1.71M	6.13%	2
2025 Q3	$26M	Sell	331,994 -79,208	-19%	-$5.97M	6.47%	2
2025 Q2	$29.9M	Sell	411,202 -34,035	-8%	-$2.29M	10.16%	2
2025 Q1	$29.3M	Sell	445,237 -13,650	-3%	-$944K	8.93%	1
2024 Q4	$31.6M	Buy	458,887 +7,595	+2%	+$526K	9.33%	1
2024 Q3	$30.5M	Buy	451,292 +660	+0.1%	+$42.9K	8.7%	1
2024 Q2	$28.8M	Buy	450,632 +4,423	+1%	+$272K	8.61%	2
2024 Q1	$27.5M	Buy	446,209 +10,143	+2%	+$594K	8.71%	2
2023 Q4	$24.4M	Buy	436,066 +78,801	+22%	+$4.13M	8.3%	2
2023 Q3	$18M	Sell	357,265 -69,804	-16%	-$3.65M	6.71%	3
2023 Q2	$22.3M	Buy	+427,069	New	+$21.1M	8.25%	2
2023 Q1	–	Sell	-159	Closed	-$7K	–	174
2022 Q4	$7K	Sell	159 -30	-16%	-$1.36K	﹤0.01%	112
2022 Q3	$8K	Sell	189 -20	-10%	-$934	﹤0.01%	115
2022 Q2	$9K	Buy	+209	New	+$10.1K	﹤0.01%	116

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

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

Goodman Advisory Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.9% in Q1 2026, selling an estimated $731K and leaving 301,363 shares worth $23.1M. The position accounts for 5.98% of the portfolio, ranked #2.

Goodman Advisory Group first reported a position in SPYM in Q2 2022 and has held it in 15 quarters since. The position peaked at $31.6M in Q4 2024. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Goodman Advisory Group held 301,363 shares of State Street SPDR Portfolio S&P 500 ETF worth $23.1M as of Q1 2026.
Goodman Advisory Group sold 9,143 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $731K.
State Street SPDR Portfolio S&P 500 ETF made up 5.98% of Goodman Advisory Group's portfolio in Q1 2026, its #2 holding.
Goodman Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2022 and has held it in 15 quarters since.
Goodman Advisory Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $31.6M in Q4 2024.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Goodman Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.