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

INVST’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	$915K	Buy	11,959 +504	+4%	+$40.3K	0.1%	158
2025 Q4	$919K	Sell	11,455 -81	-0.7%	-$6.44K	0.1%	165
2025 Q3	$904K	Sell	11,536 -368	-3%	-$27.8K	0.1%	160
2025 Q2	$865K	Sell	11,904 -314	-3%	-$21.1K	0.11%	156
2025 Q1	$803K	Sell	12,218 -118	-1%	-$8.16K	0.11%	146
2024 Q4	$850K	Buy	12,336 +146	+1%	+$10.1K	0.1%	127
2024 Q3	$823K	Buy	12,190 +229	+2%	+$14.9K	0.1%	129
2024 Q2	$767K	Buy	11,961 +172	+1%	+$10.6K	0.08%	125
2024 Q1	$724K	Buy	11,789 +3,242	+38%	+$190K	0.09%	138
2023 Q4	$497K	Buy	8,547 +88	+1%	+$4.61K	0.06%	143
2023 Q3	$425K	Buy	8,459 +978	+13%	+$51.2K	0.06%	148
2023 Q2	$390K	Buy	7,481 +2,041	+38%	+$101K	0.06%	142
2023 Q1	$264K	Buy	+5,440	New	+$255K	0.04%	147
2022 Q3	–	Sell	-5,071	Closed	-$250K	–	181
2022 Q2	$250K	Sell	5,071 -2,407	-32%	-$116K	0.04%	155
2022 Q1	$350K	Buy	7,478 +1,330	+22%	+$69.6K	0.06%	140
2021 Q4	$305K	Buy	6,148 +621	+11%	+$33.5K	0.05%	148
2021 Q3	$279K	Buy	5,527 +201	+4%	+$10.4K	0.04%	170
2021 Q2	$270K	Buy	+5,326	New	+$261K	0.04%	170

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

INVST's SPYM Position: Q1 2026 in Review

INVST increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.4% in Q1 2026, buying an estimated $40.3K and bringing the position to 11,959 shares worth $915K. The position accounts for 0.1% of the portfolio, ranked #158.

INVST first reported a position in SPYM in Q2 2021 and has held it in 18 quarters since. The position peaked at $919K in Q4 2025. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

INVST held 11,959 shares of State Street SPDR Portfolio S&P 500 ETF worth $915K as of Q1 2026.
INVST bought 504 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $40.3K.
State Street SPDR Portfolio S&P 500 ETF made up 0.1% of INVST's portfolio in Q1 2026, its #158 holding.
INVST first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2021 and has held it in 18 quarters since.
INVST's State Street SPDR Portfolio S&P 500 ETF position peaked at $919K in Q4 2025.
1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.