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

Paladin Advisory 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
2023 Q1	–	Sell	-1,440	Closed	-$64.8K	–	460
2022 Q4	$64.8K	Hold	1,440	–	–	0.06%	141
2022 Q3	$60K	Buy	1,440 +4	+0.3%	+$187	0.05%	144
2022 Q2	$63K	Buy	+1,436	New	+$69.2K	0.05%	147
2022 Q1	–	Sell	-1,732	Closed	-$96K	–	477
2021 Q4	$96K	Buy	+1,732	New	+$93.5K	0.08%	138

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

Paladin Advisory Group's SPYM Position: Q1 2026 in Review

Paladin Advisory Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.8% in Q1 2026, selling an estimated $21.3K and leaving 6,722 shares worth $515K. The position accounts for 0.39% of the portfolio, ranked #47.

Paladin Advisory Group first reported a position in SPYM in Q1 2022 and has held it in 14 quarters since. The position peaked at $561K in Q4 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Paladin Advisory Group held 6,722 shares of State Street SPDR Portfolio S&P 500 ETF worth $515K as of Q1 2026.
Paladin Advisory Group sold 266 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $21.3K.
State Street SPDR Portfolio S&P 500 ETF made up 0.39% of Paladin Advisory Group's portfolio in Q1 2026, its #47 holding.
Paladin Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $561K in Q4 2025.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.