IC
SPYM

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

Inscription 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 		$2.12M Buy
27,712
+23,383
+540% +$1.87M 0.22% 79
2025
Q4 		$347K Buy
4,329
+66
+2% +$5.25K 0.04% 450
2025
Q3 		$334K Buy
4,263
+146
+4% +$11K 0.04% 460
2025
Q2 		$299K Buy
+4,117
New +$277K 0.04% 366
2024
Q3 		$272K Buy
+4,035
New +$262K 0.04% 294

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Inscription Capital's SPYM Position: Q1 2026 in Review

Inscription Capital increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 540% in Q1 2026, buying an estimated $1.87M and bringing the position to 27,712 shares worth $2.12M. The position accounts for 0.22% of the portfolio, ranked #79.

Inscription Capital first reported a position in SPYM in Q3 2024 and has held it in 5 quarters since. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Inscription Capital held 27,712 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.12M as of Q1 2026.
  • Inscription Capital bought 23,383 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $1.87M.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.22% of Inscription Capital's portfolio in Q1 2026, its #79 holding.
  • Inscription Capital first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and has held it in 5 quarters since.
  • 1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Inscription Capital's 13F filing for Q1 2026, filed 20 Apr 2026.