M1 Capital Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

M1 Capital Management’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 Q3	$28.9M	Sell	321,432 -3,079	-0.9%	-$275K	10.69%	1
2026 Q2	$28.5M	Buy	324,511 +169,169	+109%	+$14.4M	10.53%	1
2026 Q1	$11.9M	Buy	155,342 +4,685	+3%	+$375K	5.48%	3
2025 Q4	$12.1M	Buy	150,657 +6,628	+5%	+$527K	5.04%	4
2025 Q3	$11.3M	Buy	144,029 +4,414	+3%	+$333K	4.87%	4
2025 Q2	$10.1M	Sell	139,615 -116,599	-46%	-$7.84M	5.12%	4
2025 Q1	$16.8M	Sell	256,214 -25,970	-9%	-$1.8M	10.54%	2
2024 Q4	$19.5M	Buy	+282,184	New	+$19.6M	10.51%	2

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

M1 Capital Management's SPYM Position: Q3 2026 in Review

M1 Capital Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.95% in Q3 2026, selling an estimated $275K and leaving 321,432 shares worth $28.9M. The position accounts for 10.69% of the portfolio, ranked #1.

M1 Capital Management first reported a position in SPYM in Q4 2024 and has held it in 8 quarters since. 1,619 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

M1 Capital Management held 321,432 shares of State Street SPDR Portfolio S&P 500 ETF worth $28.9M as of Q3 2026.
M1 Capital Management sold 3,079 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $275K.
State Street SPDR Portfolio S&P 500 ETF made up 10.69% of M1 Capital Management's portfolio in Q3 2026, its #1 holding.
M1 Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
1,619 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on M1 Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.