NRI
SPYM

NFP Retirement Inc’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

NFP Retirement Inc’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 		$34.7M Buy
453,841
+40,204
+10% +$3.22M 2.08% 8
2025
Q4 		$33.2M Buy
413,637
+4,128
+1% +$328K 2.02% 8
2025
Q3 		$32.1M Sell
409,509
-1,589
-0.4% -$120K 2.05% 9
2025
Q2 		$29.9M Sell
411,098
-119,113
-22% -$8.01M 1.97% 10
2025
Q1 		$34.9M Buy
530,211
+60,575
+13% +$4.19M 2.76% 6
2024
Q4 		$32.4M Buy
469,636
+7,443
+2% +$516K 2.56% 7
2024
Q3 		$31.2M Sell
462,193
-102,230
-18% -$6.65M 2.53% 8
2024
Q2 		$36.1M Sell
564,423
-26,793
-5% -$1.65M 3.03% 5
2024
Q1 		$36.4M Buy
591,216
+17,892
+3% +$1.05M 3.13% 5
2023
Q4 		$32M Buy
573,324
+52,776
+10% +$2.76M 5.43% 1
2023
Q3 		$26.2M Sell
520,548
-184,735
-26% -$9.66M 5% 1
2023
Q2 		$36.8M Buy
705,283
+42,077
+6% +$2.08M 6.85% 1
2023
Q1 		$31.9M Buy
663,206
+38,494
+6% +$1.81M 6.35% 1
2022
Q4 		$28.1M Buy
624,712
+361,960
+138% +$16.4M 6.17% 1
2022
Q3 		$11M Buy
262,752
+247,297
+1,600% +$11.5M 2.72% 5
2022
Q2 		$685K Buy
15,455
+3,560
+30% +$172K 0.17% 104
2022
Q1 		$632K Sell
11,895
-691
-5% -$36.2K 0.15% 112
2021
Q4 		$703K Sell
12,586
-757
-6% -$40.9K 0.25% 65
2021
Q3 		$673K Sell
13,343
-46,239
-78% -$2.4M 0.27% 59
2021
Q2 		$3M Sell
59,582
-1,721
-3% -$84.5K 1.16% 20
2021
Q1 		$2.86M Sell
61,303
-170
-0.3% -$7.71K 1.24% 20
2020
Q4 		$2.7M Buy
61,473
+11,484
+23% +$479K 1.67% 14
2020
Q3 		$1.97M Sell
49,989
-8,432
-14% -$328K 1.3% 17
2020
Q2 		$2.12M Buy
58,421
+32,226
+123% +$1.11M 1.55% 15
2020
Q1 		$792K Sell
26,195
-238
-0.9% -$8.54K 0.78% 33
2019
Q4 		$997K Buy
+26,433
New +$956K 0.93% 32

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NFP Retirement Inc's SPYM Position: Q1 2026 in Review

NFP Retirement Inc increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 9.7% in Q1 2026, buying an estimated $3.22M and bringing the position to 453,841 shares worth $34.7M. The position accounts for 2.08% of the portfolio, ranked #8.

NFP Retirement Inc first reported a position in SPYM in Q4 2019 and has held it in 26 quarters since. The position peaked at $36.8M in Q2 2023. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • NFP Retirement Inc held 453,841 shares of State Street SPDR Portfolio S&P 500 ETF worth $34.7M as of Q1 2026.
  • NFP Retirement Inc bought 40,204 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $3.22M.
  • State Street SPDR Portfolio S&P 500 ETF made up 2.08% of NFP Retirement Inc's portfolio in Q1 2026, its #8 holding.
  • NFP Retirement Inc first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • NFP Retirement Inc's State Street SPDR Portfolio S&P 500 ETF position peaked at $36.8M in Q2 2023.
  • 1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.