Kovitz Investment Group Partners’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Kovitz Investment Group Partners’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	$406K	Buy	5,306 +1,149	+28%	+$91.9K	0.01%	419
2025 Q4	$334K	Sell	4,157 -280,213	-99%	-$22.3M	0.01%	427
2025 Q3	$22.3M	Buy	284,370 +23,370	+9%	+$1.76M	0.09%	205
2025 Q2	$19M	Sell	261,000 -33,413	-11%	-$2.25M	0.08%	204
2025 Q1	$19.4M	Sell	294,413 -91,483	-24%	-$6.33M	0.1%	175
2024 Q4	$26.6M	Buy	385,896 +174,638	+83%	+$12.1M	0.13%	142
2024 Q3	$14.2M	Buy	211,258 +60,510	+40%	+$3.94M	0.1%	174
2024 Q2	$9.65M	Buy	150,748 +4,833	+3%	+$298K	0.08%	183
2024 Q1	$8.98M	Buy	145,915 +46,154	+46%	+$2.7M	0.11%	135
2023 Q4	$5.58M	Buy	99,761 +6,334	+7%	+$332K	0.09%	138
2023 Q3	$4.7M	Sell	93,427 -8,196	-8%	-$429K	0.08%	152
2023 Q2	$5.3M	Sell	101,623 -3,138	-3%	-$155K	0.08%	136
2023 Q1	$5.04M	Buy	+104,761	New	+$4.92M	0.09%	149

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

Kovitz Investment Group Partners's SPYM Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 28% in Q1 2026, buying an estimated $91.9K and bringing the position to 5,306 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #419.

Kovitz Investment Group Partners first reported a position in SPYM in Q1 2023 and has held it in 13 quarters since. The position peaked at $26.6M in Q4 2024. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Kovitz Investment Group Partners held 5,306 shares of State Street SPDR Portfolio S&P 500 ETF worth $406K as of Q1 2026.
Kovitz Investment Group Partners bought 1,149 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $91.9K.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #419 holding.
Kovitz Investment Group Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and has held it in 13 quarters since.
Kovitz Investment Group Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $26.6M in Q4 2024.
1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.