Greenleaf Trust’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Greenleaf Trust’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	$490M	Buy	6,396,243 +931,981	+17%	+$74.5M	4.81%	3
2025 Q4	$438M	Buy	5,464,262 +5,032,883	+1,167%	+$400M	4.02%	3
2025 Q3	$33.8M	Buy	431,379 +389,992	+942%	+$29.4M	0.31%	25
2025 Q2	$3.01M	Hold	41,387	–	–	0.03%	143
2025 Q1	$2.72M	Hold	41,387	–	–	0.02%	161
2024 Q4	$2.85M	Buy	41,387 +371	+0.9%	+$25.7K	0.03%	149
2024 Q3	$2.77M	Buy	41,016 +4	+0%	+$260	0.02%	152
2024 Q2	$2.62M	Hold	41,012	–	–	0.02%	150
2024 Q1	$2.52M	Hold	41,012	–	–	0.02%	148
2023 Q4	$2.29M	Hold	41,012	–	–	0.02%	155
2023 Q3	$2.06M	Hold	41,012	–	–	0.02%	159
2023 Q2	$2.14M	Hold	41,012	–	–	0.02%	153
2023 Q1	$1.97M	Sell	41,012 -82	-0.2%	-$3.85K	0.02%	160
2022 Q4	$1.85M	Hold	41,094	–	–	0.02%	167
2022 Q3	$1.73M	Sell	41,094 -38	-0.1%	-$1.77K	0.03%	167
2022 Q2	$1.82M	Buy	41,132 +38	+0.1%	+$1.83K	0.03%	142
2022 Q1	$2.18M	Hold	41,094	–	–	0.03%	132
2021 Q4	$2.29M	Hold	41,094	–	–	0.03%	125
2021 Q3	$2.07M	Hold	41,094	–	–	0.03%	116
2021 Q2	$2.07M	Hold	41,094	–	–	0.03%	124
2021 Q1	$1.92M	Buy	+41,094	New	+$1.86M	0.03%	122

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

Greenleaf Trust's SPYM Position: Q1 2026 in Review

Greenleaf Trust increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 17% in Q1 2026, buying an estimated $74.5M and bringing the position to 6,396,243 shares worth $490M. The position accounts for 4.81% of the portfolio, ranked #3.

Greenleaf Trust first reported a position in SPYM in Q1 2021 and has held it in 21 quarters since. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Greenleaf Trust held 6,396,243 shares of State Street SPDR Portfolio S&P 500 ETF worth $490M as of Q1 2026.
Greenleaf Trust bought 931,981 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $74.5M.
State Street SPDR Portfolio S&P 500 ETF made up 4.81% of Greenleaf Trust's portfolio in Q1 2026, its #3 holding.
Greenleaf Trust first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2021 and has held it in 21 quarters since.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.