ML
SPYM

MLP3 LLC’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

MLP3 LLC’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 		$5M Buy
65,263
+2,841
+5% +$227K 5.51% 3
2025
Q4 		$5.01M Buy
+62,422
New +$4.96M 5.47% 3

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MLP3 LLC's SPYM Position: Q1 2026 in Review

MLP3 LLC increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.6% in Q1 2026, buying an estimated $227K and bringing the position to 65,263 shares worth $5M. The position accounts for 5.51% of the portfolio, ranked #3.

MLP3 LLC first reported a position in SPYM in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.01M in Q4 2025. 1,603 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • MLP3 LLC held 65,263 shares of State Street SPDR Portfolio S&P 500 ETF worth $5M as of Q1 2026.
  • MLP3 LLC bought 2,841 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $227K.
  • State Street SPDR Portfolio S&P 500 ETF made up 5.51% of MLP3 LLC's portfolio in Q1 2026, its #3 holding.
  • MLP3 LLC first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 2 quarters since.
  • MLP3 LLC's State Street SPDR Portfolio S&P 500 ETF position peaked at $5.01M in Q4 2025.
  • 1,603 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on MLP3 LLC's 13F filing for Q1 2026, filed 13 Apr 2026.