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 Q3	–	Sell	-7,462	Closed	-$656K	–	1780
2026 Q2	$656K	Buy	7,462 +14	+0.2%	+$1.19K	﹤0.01%	1157
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

USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Jefferies Financial Group's SPYM Position: Q3 2026 in Review

Jefferies Financial Group sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2026, closing a stake of 7,462 shares — an estimated $656K sold.

Jefferies Financial Group first reported a position in SPYM in Q4 2022 and held it in 10 quarters. The position peaked at $1.29M in Q2 2023. 1,303 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Jefferies Financial Group reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2026 after selling out during the quarter.
Jefferies Financial Group sold 7,462 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $656K.
Jefferies Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and held it in 10 quarters.
Jefferies Financial Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.29M in Q2 2023.
1,303 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.