Linscomb Wealth’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Linscomb Wealth’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	$254K	Buy	3,316 +260	+9%	+$20.8K	0.01%	310
2025 Q4	$245K	Hold	3,056	–	–	0.01%	282
2025 Q3	$239K	Sell	3,056 -189	-6%	-$14.3K	0.01%	288
2025 Q2	$236K	Hold	3,245	–	–	0.01%	287
2025 Q1	$213K	Sell	3,245 -73	-2%	-$5.05K	0.01%	285
2024 Q4	$229K	Hold	3,318	–	–	0.01%	278
2024 Q3	$224K	Hold	3,318	–	–	0.01%	280
2024 Q2	$212K	Hold	3,318	–	–	0.01%	279
2024 Q1	$204K	Buy	+3,318	New	+$194K	0.01%	276
2023 Q1	–	Sell	-4,646	Closed	-$209K	–	314
2022 Q4	$209K	Buy	+4,646	New	+$210K	0.01%	320
2021 Q2	–	Sell	-5,055	Closed	-$236K	–	345
2021 Q1	$236K	Buy	5,055 +1	+0%	+$45	0.01%	303
2020 Q4	$222K	Buy	+5,054	New	+$211K	0.01%	294
2020 Q3	–	Sell	-13,818	Closed	-$501K	–	310
2020 Q2	$501K	Sell	13,818 -180,851	-93%	-$6.22M	0.04%	190
2020 Q1	$5.89M	Sell	194,669 -942	-0.5%	-$33.8K	0.52%	34
2019 Q4	$7.4M	Buy	+195,611	New	+$7.07M	0.48%	27

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

Linscomb Wealth's SPYM Position: Q1 2026 in Review

Linscomb Wealth increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 8.5% in Q1 2026, buying an estimated $20.8K and bringing the position to 3,316 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #310.

Linscomb Wealth first reported a position in SPYM in Q4 2019 and has held it in 15 quarters since. The position peaked at $7.4M in Q4 2019. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Linscomb Wealth held 3,316 shares of State Street SPDR Portfolio S&P 500 ETF worth $254K as of Q1 2026.
Linscomb Wealth bought 260 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $20.8K.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Linscomb Wealth's portfolio in Q1 2026, its #310 holding.
Linscomb Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 15 quarters since.
Linscomb Wealth's State Street SPDR Portfolio S&P 500 ETF position peaked at $7.4M in Q4 2019.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.