International Private Wealth Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

International Private Wealth Advisors’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	$3.65M	Buy	47,633 +5,585	+13%	+$447K	2.23%	13
2025 Q4	$3.37M	Sell	42,048 -167	-0.4%	-$13.3K	2.12%	10
2025 Q3	$3.31M	Buy	42,215 +2,285	+6%	+$172K	2.08%	12
2025 Q2	$2.9M	Buy	39,930 +3,722	+10%	+$250K	2.49%	5
2025 Q1	$2.38M	Buy	36,208 +3,859	+12%	+$267K	2.28%	9
2024 Q4	$2.23M	Buy	32,349 +21,164	+189%	+$1.47M	2.22%	9
2024 Q3	$755K	Buy	11,185 +3,774	+51%	+$245K	1.11%	19
2024 Q2	$474K	Buy	7,411 +3,410	+85%	+$210K	0.8%	26
2024 Q1	$246K	Sell	4,001 -229,339	-98%	-$13.4M	0.48%	93
2023 Q4	$13M	Buy	+233,340	New	+$12.2M	12.9%	1

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

International Private Wealth Advisors's SPYM Position: Q1 2026 in Review

International Private Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 13% in Q1 2026, buying an estimated $447K and bringing the position to 47,633 shares worth $3.65M. The position accounts for 2.23% of the portfolio, ranked #13.

International Private Wealth Advisors first reported a position in SPYM in Q4 2023 and has held it in 10 quarters since. The position peaked at $13M in Q4 2023. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

International Private Wealth Advisors held 47,633 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.65M as of Q1 2026.
International Private Wealth Advisors bought 5,585 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $447K.
State Street SPDR Portfolio S&P 500 ETF made up 2.23% of International Private Wealth Advisors's portfolio in Q1 2026, its #13 holding.
International Private Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
International Private Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $13M in Q4 2023.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.