Insigneo Advisory Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Insigneo Advisory Services’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	$2.48M	Buy	32,426 +6,019	+23%	+$481K	0.18%	108
2025 Q4	$2.12M	Buy	26,407 +435	+2%	+$34.6K	0.15%	119
2025 Q3	$2.03M	Sell	25,972 -400	-2%	-$30.2K	0.14%	116
2025 Q2	$1.92M	Buy	26,372 +1,626	+7%	+$109K	0.16%	117
2025 Q1	$1.63M	Buy	24,746 +2,606	+12%	+$180K	0.17%	119
2024 Q4	$1.53M	Buy	+22,140	New	+$1.53M	0.16%	123

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

Insigneo Advisory Services's SPYM Position: Q1 2026 in Review

Insigneo Advisory Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 23% in Q1 2026, buying an estimated $481K and bringing the position to 32,426 shares worth $2.48M. The position accounts for 0.18% of the portfolio, ranked #108.

Insigneo Advisory Services first reported a position in SPYM in Q4 2024 and has held it in 6 quarters since. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Insigneo Advisory Services held 32,426 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.48M as of Q1 2026.
Insigneo Advisory Services bought 6,019 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $481K.
State Street SPDR Portfolio S&P 500 ETF made up 0.18% of Insigneo Advisory Services's portfolio in Q1 2026, its #108 holding.
Insigneo Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 6 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 Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.