Jefferies Financial Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Jefferies Financial Group’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	$570K	Buy	7,448 +201	+3%	+$16.1K	﹤0.01%	1154
2025 Q4	$581K	Buy	7,247 +31	+0.4%	+$2.46K	﹤0.01%	1288
2025 Q3	$565K	Buy	7,216 +29	+0.4%	+$2.19K	﹤0.01%	1046
2025 Q2	$522K	Buy	7,187 +320	+5%	+$21.5K	﹤0.01%	894
2025 Q1	$452K	Hold	6,867	–	–	﹤0.01%	1075
2024 Q4	$473K	Buy	+6,867	New	+$476K	﹤0.01%	1116
2023 Q3	–	Sell	-24,823	Closed	-$1.29M	–	1965
2023 Q2	$1.29M	Hold	24,823	–	–	0.01%	823
2023 Q1	$1.2M	Hold	24,823	–	–	0.01%	831
2022 Q4	$1.12M	Buy	+24,823	New	+$1.12M	0.01%	834

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

Jefferies Financial Group's SPYM Position: Q1 2026 in Review

Jefferies Financial Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.8% in Q1 2026, buying an estimated $16.1K and bringing the position to 7,448 shares worth $570K. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

Jefferies Financial Group first reported a position in SPYM in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.29M in Q2 2023. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Jefferies Financial Group held 7,448 shares of State Street SPDR Portfolio S&P 500 ETF worth $570K as of Q1 2026.
Jefferies Financial Group bought 201 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $16.1K.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1154 holding.
Jefferies Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 9 quarters since.
Jefferies Financial Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.29M in Q2 2023.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.