Impact Partnership Wealth’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Impact Partnership Wealth’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	$1.37M	Buy	17,855 +6,738	+61%	+$539K	0.17%	89
2025 Q4	$892K	Buy	11,117 +950	+9%	+$75.6K	0.11%	124
2025 Q3	$796K	Buy	10,167 +3,128	+44%	+$236K	0.12%	112
2025 Q2	$512K	Buy	7,039 +3,710	+111%	+$249K	0.09%	137
2025 Q1	$219K	Sell	3,329 -1,463	-31%	-$101K	0.05%	223
2024 Q4	$330K	Buy	4,792 +401	+9%	+$27.8K	0.07%	188
2024 Q3	$296K	Sell	4,391 -161	-4%	-$10.5K	0.07%	174
2024 Q2	$291K	Buy	4,552 +2,042	+81%	+$126K	0.08%	166
2024 Q1	$154K	Sell	2,510 -1,200	-32%	-$70.3K	0.06%	212
2023 Q4	$207K	Buy	3,710 +626	+20%	+$32.8K	0.08%	178
2023 Q3	$155K	Buy	3,084 +1,885	+157%	+$98.6K	0.05%	221
2023 Q2	$62.5K	Buy	+1,199	New	+$59.2K	0.02%	239

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

Impact Partnership Wealth's SPYM Position: Q1 2026 in Review

Impact Partnership Wealth increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 61% in Q1 2026, buying an estimated $539K and bringing the position to 17,855 shares worth $1.37M. The position accounts for 0.17% of the portfolio, ranked #89.

Impact Partnership Wealth first reported a position in SPYM in Q2 2023 and has held it in 12 quarters since. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Impact Partnership Wealth held 17,855 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.37M as of Q1 2026.
Impact Partnership Wealth bought 6,738 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $539K.
State Street SPDR Portfolio S&P 500 ETF made up 0.17% of Impact Partnership Wealth's portfolio in Q1 2026, its #89 holding.
Impact Partnership Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 12 quarters since.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.