IEQ Capital’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

IEQ Capital’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	$2.44M	Buy	31,909 +568	+2%	+$45.4K	0.01%	700
2025 Q4	$2.51M	Buy	31,341 +10,548	+51%	+$839K	0.01%	719
2025 Q3	$1.63M	Buy	20,793 +11,779	+131%	+$889K	﹤0.01%	833
2025 Q2	$655K	Buy	9,014 +4,775	+113%	+$321K	﹤0.01%	1028
2025 Q1	$279K	Sell	4,239 -8,548	-67%	-$591K	﹤0.01%	1220
2024 Q4	$882K	Buy	12,787 +777	+6%	+$53.9K	0.01%	696
2024 Q3	$811K	Buy	12,010 +1	+0%	+$65	0.01%	599
2024 Q2	$769K	Buy	12,009 +1,188	+11%	+$73.1K	0.01%	539
2024 Q1	$666K	Buy	10,821 +78	+0.7%	+$4.57K	0.01%	546
2023 Q4	$601K	Buy	10,743 +2,970	+38%	+$156K	0.01%	532
2023 Q3	$391K	Sell	7,773 -483	-6%	-$25.3K	0.01%	645
2023 Q2	$430K	Sell	8,256 -2,000	-20%	-$98.7K	0.01%	584
2023 Q1	$494K	Buy	+10,256	New	+$481K	0.01%	569

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 $424B AUM 22.94% 1-Year Est. Return

IEQ Capital's SPYM Position: Q1 2026 in Review

IEQ Capital increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.8% in Q1 2026, buying an estimated $45.4K and bringing the position to 31,909 shares worth $2.44M. The position accounts for 0.01% of the portfolio, ranked #700.

IEQ Capital first reported a position in SPYM in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.51M in Q4 2025. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

IEQ Capital held 31,909 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.44M as of Q1 2026.
IEQ Capital bought 568 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $45.4K.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #700 holding.
IEQ Capital first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and has held it in 13 quarters since.
IEQ Capital's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.51M in Q4 2025.
1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.