Marshall Wace’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Marshall Wace’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 Q2	$4.12B	Sell	46,869,324 -2,780,922	-6%	-$237M	3.25%	2
2026 Q1	$3.8B	Buy	+49,650,246	New	+$3.97B	3.78%	2
2025 Q4	–	Sell	-1,178,666	Closed	-$92.3M	–	3449
2025 Q3	$92.3M	Buy	+1,178,666	New	+$88.9M	0.09%	186
2024 Q3	–	Sell	-32,534	Closed	-$2.08M	–	2932
2024 Q2	$2.08M	Buy	+32,534	New	+$2M	﹤0.01%	1351

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace's SPYM Position: Q2 2026 in Review

Marshall Wace reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.6% in Q2 2026, selling an estimated $237M and leaving 46,869,324 shares worth $4.12B. The position accounts for 3.25% of the portfolio, ranked #2.

Marshall Wace first reported a position in SPYM in Q2 2024 and has held it in 4 quarters since. 1,712 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Marshall Wace held 46,869,324 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.12B as of Q2 2026.
Marshall Wace sold 2,780,922 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $237M.
State Street SPDR Portfolio S&P 500 ETF made up 3.25% of Marshall Wace's portfolio in Q2 2026, its #2 holding.
Marshall Wace first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 4 quarters since.
1,712 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.