N.E.W. Advisory Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

N.E.W. Advisory Services’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	$72.3M	Buy	944,513 +39,366	+4%	+$3.15M	5.41%	2
2025 Q4	$72.6M	Buy	905,147 +10,303	+1%	+$819K	5.37%	3
2025 Q3	$70.1M	Sell	894,844 -13,965	-2%	-$1.05M	6.26%	3
2025 Q2	$66.1M	Sell	908,809 -151,365	-14%	-$10.2M	6.41%	3
2025 Q1	$69.7M	Buy	1,060,174 +79,930	+8%	+$5.53M	5.34%	3
2024 Q4	$67.6M	Sell	980,244 -257,581	-21%	-$17.9M	6.42%	3
2024 Q3	$83.6M	Sell	1,237,825 -3,157	-0.3%	-$205K	8.24%	2
2024 Q2	$79.4M	Sell	1,240,982 -179,536	-13%	-$11.1M	8.57%	2
2024 Q1	$87.4M	Sell	1,420,518 -33,038	-2%	-$1.93M	9.7%	2
2023 Q4	$81.3M	Sell	1,453,556 -22,878	-2%	-$1.2M	9.82%	2
2023 Q3	$74.2M	Sell	1,476,434 -34,061	-2%	-$1.78M	10.55%	2
2023 Q2	$78.7M	Sell	1,510,495 -47,741	-3%	-$2.36M	10.97%	1
2023 Q1	$75M	Buy	1,558,236 +79,652	+5%	+$3.74M	10.91%	1
2022 Q4	$66.5M	Buy	1,478,584 +114,578	+8%	+$5.18M	10.41%	1
2022 Q3	$57.3M	Buy	1,364,006 +69,819	+5%	+$3.26M	10.38%	1
2022 Q2	$57.4M	Buy	1,294,187 +104,420	+9%	+$5.03M	10.03%	1
2022 Q1	$55.5M	Sell	1,189,767 -119,803	-9%	-$6.27M	10.5%	1
2021 Q4	$73.1M	Sell	1,309,570 -45,864	-3%	-$2.48M	11.04%	1
2021 Q3	$68.4M	Buy	1,355,434 +30,122	+2%	+$1.56M	11.14%	1
2021 Q2	$66.7M	Buy	1,325,312 +123,886	+10%	+$6.08M	11.17%	1
2021 Q1	$56.6M	Buy	1,201,426 +152,379	+15%	+$6.91M	10.6%	1
2020 Q4	$46.1M	Buy	1,049,047 +31,080	+3%	+$1.3M	9.7%	1
2020 Q3	$40.1M	Sell	1,017,967 -13,075	-1%	-$509K	11.32%	1
2020 Q2	$37.4M	Buy	+1,031,042	New	+$35.5M	11.63%	1
2019 Q4	$37.1M	Buy	+980,432	New	+$35.5M	12.03%	1

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

N.E.W. Advisory Services's SPYM Position: Q1 2026 in Review

N.E.W. Advisory Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.3% in Q1 2026, buying an estimated $3.15M and bringing the position to 944,513 shares worth $72.3M. The position accounts for 5.41% of the portfolio, ranked #2.

N.E.W. Advisory Services first reported a position in SPYM in Q4 2019 and has held it in 25 quarters since. The position peaked at $87.4M in Q1 2024. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

N.E.W. Advisory Services held 944,513 shares of State Street SPDR Portfolio S&P 500 ETF worth $72.3M as of Q1 2026.
N.E.W. Advisory Services bought 39,366 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $3.15M.
State Street SPDR Portfolio S&P 500 ETF made up 5.41% of N.E.W. Advisory Services's portfolio in Q1 2026, its #2 holding.
N.E.W. Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 25 quarters since.
N.E.W. Advisory Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $87.4M in Q1 2024.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.