Journey Strategic Wealth’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Journey Strategic Wealth’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	$2.3M	Buy	30,041 +2,863	+11%	+$229K	0.06%	96
2025 Q4	$2.18M	Buy	27,178 +3,006	+12%	+$239K	0.06%	94
2025 Q3	$1.89M	Buy	24,172 +264	+1%	+$19.9K	0.05%	97
2025 Q2	$1.74M	Sell	23,908 -1,601	-6%	-$108K	0.06%	106
2025 Q1	$1.68M	Sell	25,509 -3,243	-11%	-$224K	0.06%	90
2024 Q4	$1.98M	Sell	28,752 -15,838	-36%	-$1.1M	0.07%	77
2024 Q3	$3.01M	Buy	44,590 +32,593	+272%	+$2.12M	0.11%	49
2024 Q2	$768K	Buy	11,997 +2,145	+22%	+$132K	0.03%	115
2024 Q1	$606K	Buy	9,852 +2,135	+28%	+$125K	0.03%	115
2023 Q4	$431K	Sell	7,717 -116	-1%	-$6.08K	0.02%	103
2023 Q3	$394K	Buy	7,833 +1,137	+17%	+$59.5K	0.02%	93
2023 Q2	$349K	Buy	+6,696	New	+$330K	0.02%	107

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

Journey Strategic Wealth's SPYM Position: Q1 2026 in Review

Journey Strategic Wealth increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 11% in Q1 2026, buying an estimated $229K and bringing the position to 30,041 shares worth $2.3M. The position accounts for 0.06% of the portfolio, ranked #96.

Journey Strategic Wealth first reported a position in SPYM in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.01M in Q3 2024. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Journey Strategic Wealth held 30,041 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.3M as of Q1 2026.
Journey Strategic Wealth bought 2,863 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $229K.
State Street SPDR Portfolio S&P 500 ETF made up 0.06% of Journey Strategic Wealth's portfolio in Q1 2026, its #96 holding.
Journey Strategic Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 12 quarters since.
Journey Strategic Wealth's State Street SPDR Portfolio S&P 500 ETF position peaked at $3.01M in Q3 2024.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.