Morgan Stanley’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.32B | Sell |
17,249,772
-13,605,842
| -44% | -$1.09B | 0.08% | 221 |
|
|
2025
Q4 | $2.48B | Buy |
30,855,614
+16,607,351
| +117% | +$1.32B | 0.15% | 113 |
|
|
2025
Q3 | $1.12B | Buy |
14,248,263
+504,730
| +4% | +$38.1M | 0.07% | 254 |
|
|
2025
Q2 | $999M | Buy |
13,743,533
+2,494,974
| +22% | +$168M | 0.07% | 267 |
|
|
2025
Q1 | $740M | Buy |
11,248,559
+1,399,525
| +14% | +$96.8M | 0.05% | 338 |
|
|
2024
Q4 | $679M | Buy |
9,849,034
+343,319
| +4% | +$23.8M | 0.05% | 370 |
|
|
2024
Q3 | $642M | Buy |
9,505,715
+92,379
| +1% | +$6.01M | 0.05% | 371 |
|
|
2024
Q2 | $602M | Buy |
9,413,336
+2,897,680
| +44% | +$178M | 0.05% | 372 |
|
|
2024
Q1 | $401M | Sell |
6,515,656
-5,729,774
| -47% | -$336M | 0.03% | 513 |
|
|
2023
Q4 | $685M | Buy |
12,245,430
+8,663,464
| +242% | +$454M | 0.03% | 546 |
|
|
2023
Q3 | $180M | Buy |
3,581,966
+214,714
| +6% | +$11.2M | 0.02% | 743 |
|
|
2023
Q2 | $175M | Buy |
3,367,252
+548,769
| +19% | +$27.1M | 0.02% | 772 |
|
|
2023
Q1 | $136M | Buy |
2,818,483
+50,770
| +2% | +$2.38M | 0.01% | 886 |
|
|
2022
Q4 | $124M | Buy |
2,767,713
+12,712
| +0.5% | +$575K | 0.01% | 900 |
|
|
2022
Q3 | $116M | Buy |
2,755,001
+435,263
| +19% | +$20.3M | 0.02% | 808 |
|
|
2022
Q2 | $103M | Buy |
2,319,738
+514,574
| +29% | +$24.8M | 0.01% | 901 |
|
|
2022
Q1 | $95.9M | Sell |
1,805,164
-521,135
| -22% | -$27.3M | 0.01% | 889 |
|
|
2021
Q4 | $130M | Buy |
2,326,299
+699,327
| +43% | +$37.8M | 0.02% | 744 |
|
|
2021
Q3 | $82.1M | Buy |
1,626,972
+106,945
| +7% | +$5.55M | 0.01% | 955 |
|
|
2021
Q2 | $76.5M | Buy |
1,520,027
+6,594
| +0.4% | +$324K | 0.01% | 1017 |
|
|
2021
Q1 | $70.5M | Buy |
1,513,433
+103,417
| +7% | +$4.69M | 0.01% | 954 |
|
|
2020
Q4 | $62M | Sell |
1,410,016
-199,315
| -12% | -$8.31M | 0.01% | 945 |
|
|
2020
Q3 | $63.3M | Sell |
1,609,331
-120,352
| -7% | -$4.69M | 0.01% | 796 |
|
|
2020
Q2 | $62.7M | Buy |
1,729,683
+352,888
| +26% | +$12.1M | 0.01% | 739 |
|
|
2020
Q1 | $41.6M | Buy |
1,376,795
+1,029,442
| +296% | +$36.9M | 0.01% | 819 |
|
|
2019
Q4 | $13.1M | Buy |
347,353
+1,791
| +0.5% | +$64.8K | ﹤0.01% | 2100 |
|
|
2019
Q3 | $12M | Sell |
345,562
-27,207
| -7% | -$946K | ﹤0.01% | 1932 |
|
|
2019
Q2 | $12.9M | Buy |
372,769
+44,777
| +14% | +$1.52M | ﹤0.01% | 1888 |
|
|
2019
Q1 | $10.9M | Sell |
327,992
-11,228
| -3% | -$358K | ﹤0.01% | 1959 |
|
|
2018
Q4 | $9.91M | Buy |
339,220
+74,348
| +28% | +$2.34M | ﹤0.01% | 2143 |
|
|
2018
Q3 | $9.02M | Buy |
264,872
+123,788
| +88% | +$4.14M | ﹤0.01% | 2522 |
|
|
2018
Q2 | $4.5M | Buy |
141,084
+66,572
| +89% | +$2.11M | ﹤0.01% | 3258 |
|
|
2018
Q1 | $2.31M | Buy |
74,512
+43,048
| +137% | +$1.38M | ﹤0.01% | 3865 |
|
|
2017
Q4 | $985K | Buy |
31,464
+2,876
| +10% | +$87.7K | ﹤0.01% | 4551 |
|
|
2017
Q3 | $843K | Buy |
28,588
+4
| +0% | +$116 | ﹤0.01% | 4544 |
|
|
2017
Q2 | $813K | Buy |
28,584
+1,436
| +5% | +$40.4K | ﹤0.01% | 4511 |
|
|
2017
Q1 | $753K | Buy |
27,148
+2,076
| +8% | +$56.7K | ﹤0.01% | 4583 |
|
|
2016
Q4 | $659K | Buy |
25,072
+408
| +2% | +$10.5K | ﹤0.01% | 4755 |
|
|
2016
Q3 | $629K | Buy |
24,664
+52
| +0.2% | +$1.32K | ﹤0.01% | 4384 |
|
|
2016
Q2 | $603K | Sell |
24,612
-6,732
| -21% | -$164K | ﹤0.01% | 4320 |
|
|
2016
Q1 | $755K | Sell |
31,344
-23,916
| -43% | -$545K | ﹤0.01% | 4167 |
|
|
2015
Q4 | $1.33M | Buy |
55,260
+22,712
| +70% | +$547K | ﹤0.01% | 3835 |
|
|
2015
Q3 | $731K | Sell |
32,548
-78,668
| -71% | -$1.88M | ﹤0.01% | 4351 |
|
|
2015
Q2 | $2.71M | Sell |
111,216
-28,000
| -20% | -$696K | ﹤0.01% | 3341 |
|
|
2015
Q1 | $3.42M | Buy |
139,216
+3,756
| +3% | +$91.4K | ﹤0.01% | 3104 |
|
|
2014
Q4 | $3.28M | Buy |
135,460
+92,388
| +214% | +$2.18M | ﹤0.01% | 3121 |
|
|
2014
Q3 | $1M | Sell |
43,072
-808
| -2% | -$18.8K | ﹤0.01% | 4027 |
|
|
2014
Q2 | $1.01M | Buy |
43,880
+7,364
| +20% | +$165K | ﹤0.01% | 4043 |
|
|
2014
Q1 | $806K | Buy |
36,516
+28,268
| +343% | +$613K | ﹤0.01% | 4178 |
|
|
2013
Q4 | $179K | Buy |
+8,248
| New | +$172K | ﹤0.01% | 5077 |
|
Other funds holding SPYM
UIM
Morgan Stanley's SPYM Position: Q1 2026 in Review
Morgan Stanley reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 44% in Q1 2026, selling an estimated $1.09B and leaving 17,249,772 shares worth $1.32B. The position accounts for 0.08% of the portfolio, ranked #221.
Morgan Stanley first reported a position in SPYM in Q4 2013 and has held it in 50 quarters since. The position peaked at $2.48B in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.
- Morgan Stanley held 17,249,772 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.32B as of Q1 2026.
- Morgan Stanley sold 13,605,842 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $1.09B.
- State Street SPDR Portfolio S&P 500 ETF made up 0.08% of Morgan Stanley's portfolio in Q1 2026, its #221 holding.
- Morgan Stanley first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2013 and has held it in 50 quarters since.
- Morgan Stanley's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.48B in Q4 2025.
- 1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.