Ken Fisher’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Ken Fisher’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	$540K	Buy	7,048 +1,370	+24%	+$110K	﹤0.01%	777
2025 Q4	$456K	Sell	5,678 -2,416	-30%	-$192K	﹤0.01%	794
2025 Q3	$634K	Sell	8,094 -3,781	-32%	-$285K	﹤0.01%	745
2025 Q2	$863K	Sell	11,875 -5,576	-32%	-$375K	﹤0.01%	711
2025 Q1	$1.15M	Buy	17,451 +9,520	+120%	+$658K	﹤0.01%	658
2024 Q4	$547K	Buy	+7,931	New	+$550K	﹤0.01%	765
2024 Q3	–	Sell	-10,166	Closed	-$651K	–	1008
2024 Q2	$651K	Buy	+10,166	New	+$626K	﹤0.01%	742

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

Ken Fisher's SPYM Position: Q1 2026 in Review

Ken Fisher increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 24% in Q1 2026, buying an estimated $110K and bringing the position to 7,048 shares worth $540K. The position accounts for ﹤0.01% of the portfolio, ranked #777.

Ken Fisher first reported a position in SPYM in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.15M in Q1 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Ken Fisher held 7,048 shares of State Street SPDR Portfolio S&P 500 ETF worth $540K as of Q1 2026.
Ken Fisher bought 1,370 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $110K.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #777 holding.
Ken Fisher first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 7 quarters since.
Ken Fisher's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.15M in Q1 2025.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.