NBT Bank’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

NBT Bank’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	$80.6K	Buy	1,053 +973	+1,216%	+$77.8K	0.01%	455
2025 Q4	$51.2K	Buy	80 +2	+3%	+$159	﹤0.01%	494
2025 Q3	$49.1K	Sell	78 -585	-88%	-$44.1K	﹤0.01%	502
2025 Q2	$48.2K	Hold	663	–	–	﹤0.01%	507
2025 Q1	$43.6K	Hold	663	–	–	﹤0.01%	510
2024 Q4	$45.7K	Sell	663 -15	-2%	-$1.04K	﹤0.01%	512
2024 Q3	$45.8K	Hold	678	–	–	﹤0.01%	532
2024 Q2	$43.4K	Sell	678 -97	-13%	-$5.97K	﹤0.01%	407
2024 Q1	$47.7K	Buy	+775	New	+$45.4K	﹤0.01%	407

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

NBT Bank's SPYM Position: Q1 2026 in Review

NBT Bank increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1,216% in Q1 2026, buying an estimated $77.8K and bringing the position to 1,053 shares worth $80.6K. The position accounts for 0.01% of the portfolio, ranked #455.

NBT Bank first reported a position in SPYM in Q1 2024 and has held it in 9 quarters since. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

NBT Bank held 1,053 shares of State Street SPDR Portfolio S&P 500 ETF worth $80.6K as of Q1 2026.
NBT Bank bought 973 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $77.8K.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of NBT Bank's portfolio in Q1 2026, its #455 holding.
NBT Bank first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.