Northwestern Mutual Wealth Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Northwestern Mutual Wealth 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 Q2	$515M	Buy	5,860,444 +489,137	+9%	+$41.7M	0.28%	51
2026 Q1	$411M	Buy	5,371,307 +1,275,227	+31%	+$102M	0.25%	51
2025 Q4	$329M	Buy	4,096,080 +308,741	+8%	+$24.6M	0.21%	63
2025 Q3	$297M	Buy	3,787,339 +222,306	+6%	+$16.8M	0.2%	62
2025 Q2	$259M	Buy	3,565,033 +589,746	+20%	+$39.7M	0.19%	64
2025 Q1	$196M	Buy	2,975,287 +770,820	+35%	+$53.3M	0.16%	63
2024 Q4	$152M	Buy	2,204,467 +110,191	+5%	+$7.64M	0.13%	77
2024 Q3	$141M	Buy	2,094,276 +1,764,337	+535%	+$115M	0.13%	78
2024 Q2	$21.1M	Buy	329,939 +43,897	+15%	+$2.7M	0.02%	301
2024 Q1	$17.6M	Buy	286,042 +77,720	+37%	+$4.55M	0.02%	319
2023 Q4	$11.6M	Buy	208,322 +28,707	+16%	+$1.5M	0.01%	367
2023 Q3	$9.03M	Buy	179,615 +49,907	+38%	+$2.61M	0.01%	382
2023 Q2	$6.76M	Buy	129,708 +23,521	+22%	+$1.16M	0.01%	444
2023 Q1	$5.11M	Buy	106,187 +22,060	+26%	+$1.04M	0.01%	474
2022 Q4	$3.78M	Sell	84,127 -11,499	-12%	-$520K	0.01%	527
2022 Q3	$4.01M	Buy	95,626 +7,693	+9%	+$359K	0.01%	468
2022 Q2	$3.9M	Buy	87,933 +39,219	+81%	+$1.89M	0.01%	479
2022 Q1	$2.59M	Buy	48,714 +10,726	+28%	+$562K	﹤0.01%	581
2021 Q4	$2.12M	Buy	37,988 +5,339	+16%	+$288K	﹤0.01%	601
2021 Q3	$1.65M	Buy	32,649 +5,677	+21%	+$294K	﹤0.01%	617
2021 Q2	$1.36M	Buy	26,972 +3,936	+17%	+$193K	﹤0.01%	660
2021 Q1	$1.07M	Sell	23,036 -1,531	-6%	-$69.4K	﹤0.01%	675
2020 Q4	$1.08M	Sell	24,567 -12,328	-33%	-$514K	﹤0.01%	623
2020 Q3	$1.45M	Buy	36,895 +1,972	+6%	+$76.8K	﹤0.01%	497
2020 Q2	$1.27M	Buy	34,923 +12,607	+56%	+$434K	﹤0.01%	493
2020 Q1	$675K	Sell	22,316 -33,967	-60%	-$1.22M	﹤0.01%	562
2019 Q4	$2.13M	Buy	56,283 +54,014	+2,381%	+$1.95M	0.01%	388
2019 Q3	$79K	Sell	2,269 -751	-25%	-$26.1K	﹤0.01%	1245
2019 Q2	$104K	Buy	3,020 +623	+26%	+$21.1K	﹤0.01%	1101
2019 Q1	$80K	Buy	2,397 +1,997	+499%	+$63.7K	﹤0.01%	1176
2018 Q4	$12K	Buy	+400	New	+$12.6K	﹤0.01%	1774

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

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

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

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

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

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Northwestern Mutual Wealth Management's SPYM Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 9.1% in Q2 2026, buying an estimated $41.7M and bringing the position to 5,860,444 shares worth $515M. The position accounts for 0.28% of the portfolio, ranked #51.

Northwestern Mutual Wealth Management first reported a position in SPYM in Q4 2018 and has held it in 31 quarters since. 1,703 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Northwestern Mutual Wealth Management held 5,860,444 shares of State Street SPDR Portfolio S&P 500 ETF worth $515M as of Q2 2026.
Northwestern Mutual Wealth Management bought 489,137 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $41.7M.
State Street SPDR Portfolio S&P 500 ETF made up 0.28% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #51 holding.
Northwestern Mutual Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
1,703 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.