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

McLaughlin Asset 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 Q1	$764K	Buy	9,979 +2,693	+37%	+$215K	0.73%	51
2025 Q4	$584K	Buy	+7,286	New	+$579K	0.52%	63

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 $424B AUM 22.94% 1-Year Est. Return

McLaughlin Asset Management's SPYM Position: Q1 2026 in Review

McLaughlin Asset Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 37% in Q1 2026, buying an estimated $215K and bringing the position to 9,979 shares worth $764K. The position accounts for 0.73% of the portfolio, ranked #51.

McLaughlin Asset Management first reported a position in SPYM in Q4 2025 and has held it in 2 quarters since. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

McLaughlin Asset Management held 9,979 shares of State Street SPDR Portfolio S&P 500 ETF worth $764K as of Q1 2026.
McLaughlin Asset Management bought 2,693 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $215K.
State Street SPDR Portfolio S&P 500 ETF made up 0.73% of McLaughlin Asset Management's portfolio in Q1 2026, its #51 holding.
McLaughlin Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 2 quarters since.
1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on McLaughlin Asset Management's 13F filing for Q1 2026, filed 29 Apr 2026.