Norden Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Norden Group’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	$1.9M	Buy	24,845 +1,016	+4%	+$81.3K	0.18%	109
2025 Q4	$1.91M	Buy	23,829 +3,314	+16%	+$264K	0.19%	108
2025 Q3	$1.61M	Buy	20,515 +86	+0.4%	+$6.49K	0.16%	128
2025 Q2	$1.49M	Buy	20,429 +1,297	+7%	+$87.2K	0.16%	135
2025 Q1	$1.26M	Sell	19,132 -2,268	-11%	-$157K	0.14%	137
2024 Q4	$1.48M	Sell	21,400 -2,305	-10%	-$160K	0.17%	125
2024 Q3	$1.6M	Sell	23,705 -30	-0.1%	-$1.95K	0.19%	115
2024 Q2	$1.52M	Sell	23,735 -382	-2%	-$23.5K	0.31%	71
2024 Q1	$1.48M	Buy	+24,117	New	+$1.41M	0.3%	77

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

Norden Group's SPYM Position: Q1 2026 in Review

Norden Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.3% in Q1 2026, buying an estimated $81.3K and bringing the position to 24,845 shares worth $1.9M. The position accounts for 0.18% of the portfolio, ranked #109.

Norden Group first reported a position in SPYM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.91M in Q4 2025. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Norden Group held 24,845 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.9M as of Q1 2026.
Norden Group bought 1,016 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $81.3K.
State Street SPDR Portfolio S&P 500 ETF made up 0.18% of Norden Group's portfolio in Q1 2026, its #109 holding.
Norden Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
Norden Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.91M in Q4 2025.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Norden Group's 13F filing for Q1 2026, filed 15 Apr 2026.