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

Navalign 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	–	Sell	-189	Closed	-$15.2K	–	420
2025 Q4	$15.2K	Buy	+189	New	+$15K	﹤0.01%	300

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 $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return

Navalign LLC's SPYM Position: Q1 2026 in Review

Navalign LLC sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2026, closing a stake of 189 shares — an estimated $15.2K sold.

Navalign LLC first reported a position in SPYM in Q4 2025 and held it in 1 quarter. The position peaked at $15.2K in Q4 2025. 1,598 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Navalign LLC reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
Navalign LLC sold 189 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $15.2K.
Navalign LLC first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and held it in 1 quarter.
Navalign LLC's State Street SPDR Portfolio S&P 500 ETF position peaked at $15.2K in Q4 2025.
1,598 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.