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

JPL Wealth Management’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	$13.9M	Buy	181,309 +85,752	+90%	+$6.86M	3.19%	2
2025 Q4	$7.67M	Buy	95,557 +87,586	+1,099%	+$6.97M	1.87%	12
2025 Q3	$624K	Buy	+7,971	New	+$601K	0.15%	88
2025 Q1	–	Sell	-19,630	Closed	-$1.35M	–	119
2024 Q4	$1.35M	Buy	+19,630	New	+$1.36M	0.39%	72

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

JPL Wealth Management's SPYM Position: Q1 2026 in Review

JPL Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 90% in Q1 2026, buying an estimated $6.86M and bringing the position to 181,309 shares worth $13.9M. The position accounts for 3.19% of the portfolio, ranked #2.

JPL Wealth Management first reported a position in SPYM in Q4 2024 and has held it in 4 quarters since. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

JPL Wealth Management held 181,309 shares of State Street SPDR Portfolio S&P 500 ETF worth $13.9M as of Q1 2026.
JPL Wealth Management bought 85,752 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $6.86M.
State Street SPDR Portfolio S&P 500 ETF made up 3.19% of JPL Wealth Management's portfolio in Q1 2026, its #2 holding.
JPL Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 4 quarters since.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.