JWM
SPYM

Jackson Wealth Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Jackson Wealth Management’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 		$41.2M Buy
538,699
+7,894
+1% +$631K 4.24% 6
2025
Q4 		$42.6M Sell
530,805
-33,262
-6% -$2.65M 4.15% 6
2025
Q3 		$44.2M Buy
564,067
+60,671
+12% +$4.58M 4.42% 6
2025
Q2 		$36.6M Buy
503,396
+241,147
+92% +$16.2M 3.98% 6
2025
Q1 		$17.2M Buy
262,249
+3,791
+1% +$262K 2.09% 11
2024
Q4 		$17.8M Buy
258,458
+14,192
+6% +$984K 2.02% 10
2024
Q3 		$16.5M Buy
244,266
+121,794
+99% +$7.92M 1.97% 10
2024
Q2 		$7.84M Sell
122,472
-129,125
-51% -$7.95M 1.68% 12
2024
Q1 		$15.5M Buy
251,597
+5,014
+2% +$294K 1.93% 10
2023
Q4 		$13.8M Sell
246,583
-11,866
-5% -$622K 1.81% 10
2023
Q3 		$13M Sell
258,449
-354,345
-58% -$18.5M 1.86% 9
2023
Q2 		$31.9M Buy
+612,794
New +$30.2M 4.69% 4
2022
Q4 		– Sell
-297,092
Closed -$12.5M – 98
2022
Q3 		$12.5M Buy
297,092
+166,811
+128% +$7.79M 2.46% 10
2022
Q2 		$5.78M Sell
130,281
-174,000
-57% -$8.38M 2.68% 8
2022
Q1 		$16.2M Sell
304,281
-14,244
-4% -$746K 2.24% 13
2021
Q4 		$17.8M Buy
318,525
+5,227
+2% +$282K 2.25% 13
2021
Q3 		$37K Sell
313,298
-10,528
-3% -$546K 0.45% 45
2021
Q2 		$16.3M Buy
323,826
+24,515
+8% +$1.2M 2.06% 15
2021
Q1 		$14M Buy
299,311
+5,456
+2% +$247K 2.09% 13
2020
Q4 		$12.9M Sell
293,855
-4,975
-2% -$207K 1.76% 12
2020
Q3 		$11.8M Sell
298,830
-20,647
-6% -$804K 1.76% 12
2020
Q2 		$11.6M Buy
319,477
+18,198
+6% +$626K 2.06% 11
2020
Q1 		$10.3M Sell
301,279
-181,403
-38% -$6.51M 2.16% 11
2019
Q4 		$18.7M Sell
482,682
-728,462
-60% -$26.3M 3.1% 7
2019
Q3 		$41.7M Buy
1,211,144
+196,461
+19% +$6.83M 8.74% 1
2019
Q2 		$35.6M Buy
1,014,683
+354,947
+54% +$12M 7.75% 2
2019
Q1 		$21.9M Buy
659,736
+273,047
+71% +$8.71M 5.36% 3
2018
Q4 		$11M Sell
386,689
-364,016
-48% -$11.5M 3.3% 6
2018
Q3 		$25.6M Sell
750,705
-2,380
-0.3% -$79.6K 5.38% 3
2018
Q2 		$25.1M Buy
753,085
+30,394
+4% +$964K 5.84% 4
2018
Q1 		$22.4M Buy
722,691
+5,471
+0.8% +$175K 6.25% 2
2017
Q4 		$23.1M Buy
+717,220
New +$21.9M 5.85% 2

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 $374B AUM 17.66% 1-Year Est. Return

Jackson Wealth Management's SPYM Position: Q1 2026 in Review

Jackson Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.5% in Q1 2026, buying an estimated $631K and bringing the position to 538,699 shares worth $41.2M. The position accounts for 4.24% of the portfolio, ranked #6.

Jackson Wealth Management first reported a position in SPYM in Q4 2017 and has held it in 32 quarters since. The position peaked at $44.2M in Q3 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Jackson Wealth Management held 538,699 shares of State Street SPDR Portfolio S&P 500 ETF worth $41.2M as of Q1 2026.
  • Jackson Wealth Management bought 7,894 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $631K.
  • State Street SPDR Portfolio S&P 500 ETF made up 4.24% of Jackson Wealth Management's portfolio in Q1 2026, its #6 holding.
  • Jackson Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2017 and has held it in 32 quarters since.
  • Jackson Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $44.2M in Q3 2025.
  • 1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Jackson Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.