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Matrix Trust Company’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Matrix Trust Company’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 		$542K Sell
6,035
-7,536
-56% -$674K 0.08% 77
2026
Q2 		$1.19M Buy
+13,571
New +$1.16M 0.17% 54

Other funds holding SPYM

USS Investment Management
USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kedalion Capital Management
Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
MKP Capital Management
MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Matrix Trust Company's SPYM Position: Q3 2026 in Review

Matrix Trust Company reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 56% in Q3 2026, selling an estimated $674K and leaving 6,035 shares worth $542K. The position accounts for 0.08% of the portfolio, ranked #77.

Matrix Trust Company first reported a position in SPYM in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.19M in Q2 2026. 1,303 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Matrix Trust Company held 6,035 shares of State Street SPDR Portfolio S&P 500 ETF worth $542K as of Q3 2026.
  • Matrix Trust Company sold 7,536 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $674K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.08% of Matrix Trust Company's portfolio in Q3 2026, its #77 holding.
  • Matrix Trust Company first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2026 and has held it in 2 quarters since.
  • Matrix Trust Company's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.19M in Q2 2026.
  • 1,303 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Matrix Trust Company's 13F filing for Q3 2026, filed 7 Oct 2026.