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

Northstar 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	$473K	Hold	6,175	–	–	0.07%	108
2025 Q4	$495K	Hold	6,175	–	–	0.07%	103
2025 Q3	$484K	Hold	6,175	–	–	0.07%	97
2025 Q2	$449K	Hold	6,175	–	–	0.07%	97
2025 Q1	$406K	Buy	6,175 +775	+14%	+$53.6K	0.07%	102
2024 Q4	$372K	Hold	5,400	–	–	0.06%	106
2024 Q3	$365K	Hold	5,400	–	–	0.06%	110
2024 Q2	$346K	Hold	5,400	–	–	0.07%	112
2024 Q1	$332K	Hold	5,400	–	–	0.07%	115
2023 Q4	$302K	Hold	5,400	–	–	0.07%	115
2023 Q3	$271K	Hold	5,400	–	–	0.06%	122
2023 Q2	$281K	Hold	5,400	–	–	0.07%	125
2023 Q1	$260K	Hold	5,400	–	–	0.07%	125
2022 Q4	$243K	Hold	5,400	–	–	0.07%	123
2022 Q3	$227K	Hold	5,400	–	–	0.07%	123
2022 Q2	$239K	Hold	5,400	–	–	0.07%	124
2022 Q1	$287K	Hold	5,400	–	–	0.07%	127
2021 Q4	$301K	Hold	5,400	–	–	0.07%	130
2021 Q3	$272K	Buy	+5,400	New	+$280K	0.07%	132

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

Northstar Group's SPYM Position: Q1 2026 in Review

Northstar Group held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q1 2026 at 6,175 shares worth $473K. The position accounts for 0.07% of the portfolio, ranked #108.

Northstar Group first reported a position in SPYM in Q3 2021 and has held it in 19 quarters since. The position peaked at $495K in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Northstar Group held 6,175 shares of State Street SPDR Portfolio S&P 500 ETF worth $473K as of Q1 2026.
Northstar Group left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.07% of Northstar Group's portfolio in Q1 2026, its #108 holding.
Northstar Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2021 and has held it in 19 quarters since.
Northstar Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $495K in Q4 2025.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Northstar Group's 13F filing for Q1 2026, filed 28 Apr 2026.