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

Pacific Financial 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	$523K	Buy	+6,836	New	+$547K	0.28%	63
2025 Q2	–	Sell	-10,589	Closed	-$696K	–	63
2025 Q1	$696K	Sell	10,589 -4,459	-30%	-$308K	0.56%	35
2024 Q4	$1.04M	Sell	15,048 -5,620	-27%	-$390K	0.77%	27
2024 Q3	$1.4M	Sell	20,668 -1,587	-7%	-$103K	1.02%	23
2024 Q2	$1.42M	Sell	22,255 -3,371	-13%	-$208K	1.01%	20
2024 Q1	$1.58M	Sell	25,626 -1,618	-6%	-$94.8K	1.09%	22
2023 Q4	$1.52M	Sell	27,244 -81,500	-75%	-$4.27M	1.13%	21
2023 Q3	$5.47M	Buy	108,744 +38,625	+55%	+$2.02M	3.56%	10
2023 Q2	$3.65M	Buy	+70,119	New	+$3.46M	2.4%	16
2022 Q2	–	Sell	-38,797	Closed	-$2.06M	–	64
2022 Q1	$2.06M	Buy	+38,797	New	+$2.03M	1.34%	21
2021 Q4	–	Sell	-65,362	Closed	-$3.3M	–	67
2021 Q3	$3.3M	Buy	65,362 +30,920	+90%	+$1.6M	2.35%	13
2021 Q2	$1.73M	Buy	+34,442	New	+$1.69M	1.2%	24
2020 Q4	–	Sell	-17,799	Closed	-$700K	–	114
2020 Q3	$700K	Buy	17,799 +751	+4%	+$29.2K	0.55%	41
2020 Q2	$516K	Sell	17,048 -139	-0.8%	-$4.78K	0.54%	38
2020 Q1	$520K	Buy	17,187 +2,387	+16%	+$85.6K	0.54%	38
2019 Q4	$560K	Buy	14,800 +840	+6%	+$30.4K	0.06%	69
2019 Q3	$482K	Sell	13,960 -1,173	-8%	-$40.8K	0.05%	68
2019 Q2	$503K	Buy	+15,133	New	+$513K	0.06%	64

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

Pacific Financial Group's SPYM Position: Q1 2026 in Review

Pacific Financial Group opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2026: 6,836 shares worth $523K. The stake represents 0.28% of the portfolio and ranks #63 among its holdings. This is a return to the name: Pacific Financial Group previously reported a position in SPYM as recently as Q1 2025.

Pacific Financial Group first reported a position in SPYM in Q2 2019 and has held it in 18 quarters since. The position peaked at $5.47M in Q3 2023. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Pacific Financial Group held 6,836 shares of State Street SPDR Portfolio S&P 500 ETF worth $523K as of Q1 2026.
State Street SPDR Portfolio S&P 500 ETF was a new Pacific Financial Group position in Q1 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.28% of Pacific Financial Group's portfolio in Q1 2026, its #63 holding.
Pacific Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2019 and has held it in 18 quarters since.
Pacific Financial Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $5.47M in Q3 2023.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Pacific Financial Group's 13F filing for Q1 2026, filed 14 May 2026.