JIP
SPYM

Jaffetilchin Investment Partners’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Jaffetilchin Investment Partners’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 		$1.27M Buy
16,608
+174
+1% +$13.9K 0.08% 170
2025
Q4 		$1.32M Buy
16,434
+188
+1% +$15K 0.08% 161
2025
Q3 		$1.27M Sell
16,246
-359
-2% -$27.1K 0.08% 163
2025
Q2 		$1.21M Sell
16,605
-189
-1% -$12.7K 0.08% 161
2025
Q1 		$1.1M Buy
16,794
+2,533
+18% +$175K 0.08% 167
2024
Q4 		$983K Buy
14,261
+2,106
+17% +$146K 0.07% 166
2024
Q3 		$821K Sell
12,155
-282
-2% -$18.3K 0.06% 173
2024
Q2 		$796K Buy
12,437
+31
+0.2% +$1.91K 0.07% 159
2024
Q1 		$763K Buy
12,406
+345
+3% +$20.2K 0.07% 163
2023
Q4 		$674K Sell
12,061
-242
-2% -$12.7K 0.07% 181
2023
Q3 		$618K Buy
12,303
+9
+0.1% +$471 0.07% 171
2023
Q2 		$641K Sell
12,294
-27,478
-69% -$1.36M 0.07% 170
2023
Q1 		$1.92M Sell
39,772
-60,425
-60% -$2.84M 0.22% 85
2022
Q4 		$4.51M Buy
+100,197
New +$4.53M 0.55% 43

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 $424B AUM 22.94% 1-Year Est. Return

Jaffetilchin Investment Partners's SPYM Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.1% in Q1 2026, buying an estimated $13.9K and bringing the position to 16,608 shares worth $1.27M. The position accounts for 0.08% of the portfolio, ranked #170.

Jaffetilchin Investment Partners first reported a position in SPYM in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.51M in Q4 2022. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Jaffetilchin Investment Partners held 16,608 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.27M as of Q1 2026.
  • Jaffetilchin Investment Partners bought 174 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $13.9K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.08% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #170 holding.
  • Jaffetilchin Investment Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
  • Jaffetilchin Investment Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $4.51M in Q4 2022.
  • 1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.