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

Joel Greenblatt’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 Q2	$1.31M	Hold	14,937	–	–	﹤0.01%	1287
2026 Q1	$1.14M	Hold	14,937	–	–	﹤0.01%	1265
2025 Q4	$1.2M	Buy	14,937 +4,395	+42%	+$350K	﹤0.01%	1203
2025 Q3	$826K	Hold	10,542	–	–	﹤0.01%	1261
2025 Q2	$766K	Hold	10,542	–	–	﹤0.01%	1211
2025 Q1	$693K	Hold	10,542	–	–	0.01%	1119
2024 Q4	$727K	Hold	10,542	–	–	0.01%	1014
2024 Q3	$712K	Buy	+10,542	New	+$686K	0.01%	1001

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Joel Greenblatt's SPYM Position: Q2 2026 in Review

Joel Greenblatt held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 14,937 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

Joel Greenblatt first reported a position in SPYM in Q3 2024 and has held it in 8 quarters since. 1,708 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Joel Greenblatt held 14,937 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.31M as of Q2 2026.
Joel Greenblatt left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1287 holding.
Joel Greenblatt first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
1,708 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.