North Star Investment Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

North Star Investment Management’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	$45K	Buy	588 +2	+0.3%	+$160	﹤0.01%	758
2025 Q4	$47K	Buy	586 +2	+0.3%	+$159	﹤0.01%	682
2025 Q3	$45.8K	Buy	584 +3	+0.5%	+$226	﹤0.01%	673
2025 Q2	$42.2K	Buy	581 +2	+0.3%	+$134	﹤0.01%	669
2025 Q1	$38.1K	Sell	579 -150	-21%	-$10.4K	﹤0.01%	662
2024 Q4	$50.3K	Buy	+729	New	+$50.5K	﹤0.01%	612

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

North Star Investment Management's SPYM Position: Q1 2026 in Review

North Star Investment Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.34% in Q1 2026, buying an estimated $160 and bringing the position to 588 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

North Star Investment Management first reported a position in SPYM in Q4 2024 and has held it in 6 quarters since. The position peaked at $50.3K in Q4 2024. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

North Star Investment Management held 588 shares of State Street SPDR Portfolio S&P 500 ETF worth $45K as of Q1 2026.
North Star Investment Management bought 2 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $160.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #758 holding.
North Star Investment Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
North Star Investment Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $50.3K in Q4 2024.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.