Graney & King’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Graney & King’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	$146K	Sell	1,910 -86	-4%	-$6.88K	0.08%	82
2025 Q4	$160K	Buy	1,996 +1	+0.1%	+$80	0.09%	75
2025 Q3	$156K	Buy	1,995 +1	+0.1%	+$75	0.11%	72
2025 Q2	$145K	Buy	1,994 +2	+0.1%	+$134	0.1%	73
2025 Q1	$131K	Buy	1,992 +1	+0.1%	+$69	0.1%	69
2024 Q4	$137K	Buy	+1,991	New	+$138K	0.1%	68

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

Graney & King's SPYM Position: Q1 2026 in Review

Graney & King reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.3% in Q1 2026, selling an estimated $6.88K and leaving 1,910 shares worth $146K. The position accounts for 0.08% of the portfolio, ranked #82.

Graney & King first reported a position in SPYM in Q4 2024 and has held it in 6 quarters since. The position peaked at $160K in Q4 2025. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Graney & King held 1,910 shares of State Street SPDR Portfolio S&P 500 ETF worth $146K as of Q1 2026.
Graney & King sold 86 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $6.88K.
State Street SPDR Portfolio S&P 500 ETF made up 0.08% of Graney & King's portfolio in Q1 2026, its #82 holding.
Graney & King first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
Graney & King's State Street SPDR Portfolio S&P 500 ETF position peaked at $160K in Q4 2025.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Graney & King's 13F filing for Q1 2026, filed 18 May 2026.