Investor's Fiduciary Advisor Network’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Investor's Fiduciary Advisor Network’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	$1.83M	Buy	23,875 +3,330	+16%	+$266K	0.56%	45
2025 Q4	$1.65M	Buy	20,545 +1,075	+6%	+$85.5K	0.35%	65
2025 Q3	$1.52M	Sell	19,470 -980	-5%	-$73.9K	0.52%	48
2025 Q2	$1.49M	Sell	20,450 -22,438	-52%	-$1.51M	0.55%	49
2025 Q1	$2.82M	Sell	42,888 -1,857	-4%	-$128K	1.33%	15
2024 Q4	$3.08M	Buy	+44,745	New	+$3.1M	1.18%	18

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

Investor's Fiduciary Advisor Network's SPYM Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 16% in Q1 2026, buying an estimated $266K and bringing the position to 23,875 shares worth $1.83M. The position accounts for 0.56% of the portfolio, ranked #45.

Investor's Fiduciary Advisor Network first reported a position in SPYM in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.08M in Q4 2024. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Investor's Fiduciary Advisor Network held 23,875 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.83M as of Q1 2026.
Investor's Fiduciary Advisor Network bought 3,330 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $266K.
State Street SPDR Portfolio S&P 500 ETF made up 0.56% of Investor's Fiduciary Advisor Network's portfolio in Q1 2026, its #45 holding.
Investor's Fiduciary Advisor Network first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
Investor's Fiduciary Advisor Network's State Street SPDR Portfolio S&P 500 ETF position peaked at $3.08M in Q4 2024.
1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.