MC
SPYM

Moors & Cabot’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Moors & Cabot’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 		$1.97M Buy
25,675
+2,860
+13% +$229K 0.08% 217
2025
Q4 		$1.83M Buy
22,815
+1,983
+10% +$158K 0.08% 224
2025
Q3 		$1.63M Buy
20,832
+224
+1% +$16.9K 0.07% 247
2025
Q2 		$1.5M Sell
20,608
-848
-4% -$57K 0.07% 254
2025
Q1 		$1.41M Buy
21,456
+932
+5% +$64.5K 0.07% 252
2024
Q4 		$1.41M Buy
20,524
+612
+3% +$42.4K 0.07% 256
2024
Q3 		$1.34M Sell
19,912
-314
-2% -$20.4K 0.07% 263
2024
Q2 		$1.29M Buy
20,226
+1,426
+8% +$87.8K 0.07% 248
2024
Q1 		$1.16M Buy
18,800
+231
+1% +$13.5K 0.06% 280
2023
Q4 		$1.04M Buy
18,569
+1,225
+7% +$64.2K 0.06% 275
2023
Q3 		$872K Buy
17,344
+1,221
+8% +$63.9K 0.06% 286
2023
Q2 		$840K Buy
16,123
+620
+4% +$30.6K 0.06% 306
2023
Q1 		$746K Buy
15,503
+450
+3% +$21.1K 0.05% 325
2022
Q4 		$677K Buy
+15,053
New +$680K 0.05% 346

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Moors & Cabot's SPYM Position: Q1 2026 in Review

Moors & Cabot increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 13% in Q1 2026, buying an estimated $229K and bringing the position to 25,675 shares worth $1.97M. The position accounts for 0.08% of the portfolio, ranked #217.

Moors & Cabot first reported a position in SPYM in Q4 2022 and has held it in 14 quarters since. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Moors & Cabot held 25,675 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.97M as of Q1 2026.
  • Moors & Cabot bought 2,860 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $229K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.08% of Moors & Cabot's portfolio in Q1 2026, its #217 holding.
  • Moors & Cabot first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.