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

My Personal CFO 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	$2.27M	Sell	29,718 -343	-1%	-$27.4K	1%	27
2025 Q4	$2.41M	Buy	+30,061	New	+$2.39M	1.01%	28
2025 Q3	–	Sell	-30,999	Closed	-$2.25M	–	142
2025 Q2	$2.25M	Hold	30,999	–	–	1.02%	30
2025 Q1	$2.04M	Buy	30,999 +198	+0.6%	+$13.7K	1.03%	28
2024 Q4	$2.12M	Sell	30,801 -105	-0.3%	-$7.28K	1.09%	27
2024 Q3	$2.09M	Buy	30,906 +158	+0.5%	+$10.3K	1.14%	25
2024 Q2	$1.97M	Buy	30,748 +748	+2%	+$46K	1.05%	24
2024 Q1	$1.85M	Hold	30,000	–	–	1.06%	27
2023 Q4	$1.68M	Hold	30,000	–	–	1.09%	24
2023 Q3	$1.51M	Hold	30,000	–	–	1.22%	24
2023 Q2	$1.56M	Hold	30,000	–	–	1.23%	23
2023 Q1	$1.44M	Hold	30,000	–	–	1.23%	23
2022 Q4	$1.35M	Hold	30,000	–	–	1.25%	21
2022 Q3	$1.26M	Hold	30,000	–	–	1.91%	15
2022 Q2	$1.33M	Hold	30,000	–	–	1.71%	17
2022 Q1	$1.59M	Hold	30,000	–	–	1.65%	17
2021 Q4	$1.68M	Buy	+30,000	New	+$1.62M	1.46%	17

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

My Personal CFO LLC's SPYM Position: Q1 2026 in Review

My Personal CFO LLC reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.1% in Q1 2026, selling an estimated $27.4K and leaving 29,718 shares worth $2.27M. The position accounts for 1% of the portfolio, ranked #27.

My Personal CFO LLC first reported a position in SPYM in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.41M in Q4 2025. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

My Personal CFO LLC held 29,718 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.27M as of Q1 2026.
My Personal CFO LLC sold 343 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $27.4K.
State Street SPDR Portfolio S&P 500 ETF made up 1% of My Personal CFO LLC's portfolio in Q1 2026, its #27 holding.
My Personal CFO LLC first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 17 quarters since.
My Personal CFO LLC's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.41M in Q4 2025.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on My Personal CFO LLC's 13F filing for Q1 2026, filed 22 Apr 2026.