Spectrum Advisors, Inc.’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Spectrum Advisors, Inc.’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	$26.6M	Buy	+347,425	New	+$27.8M	21%	1

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

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

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Spectrum Advisors, Inc.'s SPYM Position: Q1 2026 in Review

Spectrum Advisors, Inc. opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2026: 347,425 shares worth $26.6M. The stake represents 21% of the portfolio and ranks #1 among its holdings.

1,609 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Spectrum Advisors, Inc. held 347,425 shares of State Street SPDR Portfolio S&P 500 ETF worth $26.6M as of Q1 2026.
State Street SPDR Portfolio S&P 500 ETF was a new Spectrum Advisors, Inc. position in Q1 2026.
State Street SPDR Portfolio S&P 500 ETF made up 21% of Spectrum Advisors, Inc.'s portfolio in Q1 2026, its #1 holding.
1,609 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Spectrum Advisors, Inc.'s 13F filing for Q1 2026, filed 11 Sep 2026.