Nicholas Hoffman & Company’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Nicholas Hoffman & Company’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	-4,958	Closed	-$398K	–	340
2025 Q4	$398K	Buy	4,958 +1,838	+59%	+$146K	0.01%	246
2025 Q3	$244K	Sell	3,120 -202	-6%	-$15.2K	0.01%	287
2025 Q2	$241K	Sell	3,322 -1,627	-33%	-$109K	0.01%	282
2025 Q1	$325K	Buy	4,949 +1	+0%	+$69	0.01%	238
2024 Q4	$341K	Buy	+4,948	New	+$343K	0.01%	228

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Nicholas Hoffman & Company's SPYM Position: Q1 2026 in Review

Nicholas Hoffman & Company sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2026, closing a stake of 4,958 shares — an estimated $398K sold.

Nicholas Hoffman & Company first reported a position in SPYM in Q4 2024 and held it in 5 quarters. The position peaked at $398K in Q4 2025. 1,602 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Nicholas Hoffman & Company reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
Nicholas Hoffman & Company sold 4,958 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $398K.
Nicholas Hoffman & Company first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and held it in 5 quarters.
Nicholas Hoffman & Company's State Street SPDR Portfolio S&P 500 ETF position peaked at $398K in Q4 2025.
1,602 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q1 2026, filed 29 Apr 2026.