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

Optimist Retirement 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	$707K	Buy	9,255 +14	+0.2%	+$1.12K	0.31%	46
2025 Q4	$740K	Sell	9,241 -312	-3%	-$24.8K	0.34%	42
2025 Q3	$747K	Buy	9,553 +15	+0.2%	+$1.13K	0.34%	45
2025 Q2	$693K	Buy	9,538 +27	+0.3%	+$1.82K	0.33%	45
2025 Q1	$625K	Buy	9,511 +17	+0.2%	+$1.18K	0.31%	46
2024 Q4	$654K	Sell	9,494 -292	-3%	-$20.2K	0.31%	47
2024 Q3	$660K	Buy	9,786 +16	+0.2%	+$1.04K	0.3%	48
2024 Q2	$625K	Buy	9,770 +17	+0.2%	+$1.05K	0.33%	46
2024 Q1	$600K	Sell	9,753 -1,911	-16%	-$112K	0.31%	47
2023 Q4	$652K	Buy	+11,664	New	+$611K	0.42%	39

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

Optimist Retirement Group's SPYM Position: Q1 2026 in Review

Optimist Retirement Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.15% in Q1 2026, buying an estimated $1.12K and bringing the position to 9,255 shares worth $707K. The position accounts for 0.31% of the portfolio, ranked #46.

Optimist Retirement Group first reported a position in SPYM in Q4 2023 and has held it in 10 quarters since. The position peaked at $747K in Q3 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Optimist Retirement Group held 9,255 shares of State Street SPDR Portfolio S&P 500 ETF worth $707K as of Q1 2026.
Optimist Retirement Group bought 14 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $1.12K.
State Street SPDR Portfolio S&P 500 ETF made up 0.31% of Optimist Retirement Group's portfolio in Q1 2026, its #46 holding.
Optimist Retirement Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Optimist Retirement Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $747K in Q3 2025.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.