Leigh Baldwin & Co’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Leigh Baldwin & Co’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	$960K	Sell	12,539 -1,120	-8%	-$89.6K	0.62%	43
2025 Q4	$1.1M	Sell	13,659 -824	-6%	-$65.5K	0.72%	34
2025 Q3	$1.13M	Sell	14,483 -1,314	-8%	-$99.1K	0.64%	35
2025 Q2	$1.15M	Sell	15,797 -681	-4%	-$45.8K	0.76%	30
2025 Q1	$1.08M	Sell	16,478 -1,976	-11%	-$137K	0.87%	29
2024 Q4	$1.27M	Buy	+18,454	New	+$1.28M	1.07%	24

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

Leigh Baldwin & Co's SPYM Position: Q1 2026 in Review

Leigh Baldwin & Co reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 8.2% in Q1 2026, selling an estimated $89.6K and leaving 12,539 shares worth $960K. The position accounts for 0.62% of the portfolio, ranked #43.

Leigh Baldwin & Co first reported a position in SPYM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.27M in Q4 2024. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Leigh Baldwin & Co held 12,539 shares of State Street SPDR Portfolio S&P 500 ETF worth $960K as of Q1 2026.
Leigh Baldwin & Co sold 1,120 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $89.6K.
State Street SPDR Portfolio S&P 500 ETF made up 0.62% of Leigh Baldwin & Co's portfolio in Q1 2026, its #43 holding.
Leigh Baldwin & Co first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
Leigh Baldwin & Co's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.27M 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 Leigh Baldwin & Co's 13F filing for Q1 2026, filed 20 May 2026.