Lido Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Lido Advisors’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	$32.6M	Sell	426,058 -274,937	-39%	-$22M	0.1%	138
2025 Q4	$55.7M	Buy	700,995 +11,747	+2%	+$934K	0.17%	84
2025 Q3	$54M	Buy	689,248 +684,423	+14,185%	+$51.6M	0.17%	81
2025 Q2	$351K	Buy	4,825 +46	+1%	+$3.09K	﹤0.01%	1264
2025 Q1	$314K	Sell	4,779 -4,021	-46%	-$278K	﹤0.01%	1196
2024 Q4	$607K	Buy	+8,800	New	+$610K	﹤0.01%	945
2024 Q3	–	Sell	-3,761	Closed	-$241K	–	1552
2024 Q2	$241K	Sell	3,761 -1,572	-29%	-$96.8K	﹤0.01%	1214
2024 Q1	$328K	Sell	5,333 -4,510	-46%	-$264K	﹤0.01%	1052
2023 Q4	$550K	Buy	+9,843	New	+$516K	﹤0.01%	828
2023 Q3	–	Sell	-15,351	Closed	-$800K	–	1304
2023 Q2	$800K	Buy	15,351 +389	+3%	+$19.2K	0.01%	595
2023 Q1	$720K	Buy	+14,962	New	+$702K	0.01%	560
2022 Q1	–	Sell	-68,671	Closed	-$3.83M	–	1086
2021 Q4	$3.83M	Sell	68,671 -5,300	-7%	-$286K	0.04%	183
2021 Q3	$3.73M	Buy	+73,971	New	+$3.84M	0.05%	187

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

Lido Advisors's SPYM Position: Q1 2026 in Review

Lido Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 39% in Q1 2026, selling an estimated $22M and leaving 426,058 shares worth $32.6M. The position accounts for 0.1% of the portfolio, ranked #138.

Lido Advisors first reported a position in SPYM in Q3 2021 and has held it in 13 quarters since. The position peaked at $55.7M in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Lido Advisors held 426,058 shares of State Street SPDR Portfolio S&P 500 ETF worth $32.6M as of Q1 2026.
Lido Advisors sold 274,937 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $22M.
State Street SPDR Portfolio S&P 500 ETF made up 0.1% of Lido Advisors's portfolio in Q1 2026, its #138 holding.
Lido Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2021 and has held it in 13 quarters since.
Lido Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $55.7M in Q4 2025.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.