Joel Adams & Associates’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Joel Adams & Associates’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	$481K	Buy	6,290 +16	+0.3%	+$1.28K	0.36%	42
2025 Q4	$503K	Buy	6,274 +637	+11%	+$50.7K	0.38%	39
2025 Q3	$442K	Sell	5,637 -98	-2%	-$7.39K	0.36%	40
2025 Q2	$417K	Buy	5,735 +669	+13%	+$45K	0.37%	35
2025 Q1	$333K	Buy	5,066 +628	+14%	+$43.4K	0.3%	41
2024 Q4	$306K	Buy	+4,438	New	+$308K	0.28%	43

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

Joel Adams & Associates's SPYM Position: Q1 2026 in Review

Joel Adams & Associates increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.26% in Q1 2026, buying an estimated $1.28K and bringing the position to 6,290 shares worth $481K. The position accounts for 0.36% of the portfolio, ranked #42.

Joel Adams & Associates first reported a position in SPYM in Q4 2024 and has held it in 6 quarters since. The position peaked at $503K in Q4 2025. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Joel Adams & Associates held 6,290 shares of State Street SPDR Portfolio S&P 500 ETF worth $481K as of Q1 2026.
Joel Adams & Associates bought 16 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $1.28K.
State Street SPDR Portfolio S&P 500 ETF made up 0.36% of Joel Adams & Associates's portfolio in Q1 2026, its #42 holding.
Joel Adams & Associates first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
Joel Adams & Associates's State Street SPDR Portfolio S&P 500 ETF position peaked at $503K 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 Joel Adams & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.