Measured Wealth Private Client Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Measured Wealth Private Client Group’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	$102K	Buy	1,331 +682	+105%	+$54.6K	0.03%	232
2025 Q4	$52.1K	Sell	649 -316	-33%	-$25.1K	0.01%	306
2025 Q3	$75.6K	Buy	+965	New	+$72.8K	0.02%	262
2024 Q2	–	Sell	-3,295	Closed	-$203K	–	207
2024 Q1	$203K	Buy	+3,295	New	+$193K	0.07%	181
2022 Q2	–	Sell	-5,711	Closed	-$303K	–	204
2022 Q1	$303K	Sell	5,711 -331	-5%	-$17.3K	0.11%	112
2021 Q4	$337K	Sell	6,042 -333	-5%	-$18K	0.12%	105
2021 Q3	$322K	Sell	6,375 -39	-0.6%	-$2.02K	0.12%	112
2021 Q2	$323K	Sell	6,414 -76	-1%	-$3.73K	0.1%	129
2021 Q1	$302K	Sell	6,490 -5,536	-46%	-$251K	0.11%	111
2020 Q4	$529K	Sell	12,026 -184	-2%	-$7.67K	0.22%	60
2020 Q3	$480K	Sell	12,210 -1,301	-10%	-$50.7K	0.23%	64
2020 Q2	$490K	Sell	13,511 -1,144	-8%	-$39.3K	0.29%	50
2020 Q1	$443K	Sell	14,655 -718	-5%	-$25.8K	0.34%	45
2019 Q4	$581K	Sell	15,373 -2,509	-14%	-$90.7K	0.39%	33
2019 Q3	$623K	Sell	17,882 -53,968	-75%	-$1.88M	0.4%	40
2019 Q2	$2.48M	Buy	71,850 +3,392	+5%	+$115K	1.43%	13
2019 Q1	$2.27M	Buy	68,458 +16,392	+31%	+$523K	1.4%	11
2018 Q4	$1.52M	Buy	52,066 +14,837	+40%	+$468K	1.38%	13
2018 Q3	$1.27M	Buy	37,229 +11,979	+47%	+$400K	0.76%	20
2018 Q2	$804K	Buy	+25,250	New	+$801K	0.65%	29

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

Measured Wealth Private Client Group's SPYM Position: Q1 2026 in Review

Measured Wealth Private Client Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 105% in Q1 2026, buying an estimated $54.6K and bringing the position to 1,331 shares worth $102K. The position accounts for 0.03% of the portfolio, ranked #232.

Measured Wealth Private Client Group first reported a position in SPYM in Q2 2018 and has held it in 20 quarters since. The position peaked at $2.48M in Q2 2019. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Measured Wealth Private Client Group held 1,331 shares of State Street SPDR Portfolio S&P 500 ETF worth $102K as of Q1 2026.
Measured Wealth Private Client Group bought 682 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $54.6K.
State Street SPDR Portfolio S&P 500 ETF made up 0.03% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #232 holding.
Measured Wealth Private Client Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2018 and has held it in 20 quarters since.
Measured Wealth Private Client Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.48M in Q2 2019.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.