Parcion Private Wealth’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Parcion Private Wealth’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	$5.03M	Buy	65,715 +3,844	+6%	+$307K	0.31%	63
2025 Q4	$4.96M	Sell	61,871 -661	-1%	-$52.6K	0.3%	66
2025 Q3	$4.9M	Sell	62,532 -18,989	-23%	-$1.43M	0.31%	63
2025 Q2	$5.93M	Buy	81,521 +502	+0.6%	+$33.8K	0.42%	55
2025 Q1	$5.33M	Sell	81,019 -327,266	-80%	-$22.6M	0.43%	60
2024 Q4	$28.1M	Buy	+408,285	New	+$28.3M	2.15%	13

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

Parcion Private Wealth's SPYM Position: Q1 2026 in Review

Parcion Private Wealth increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 6.2% in Q1 2026, buying an estimated $307K and bringing the position to 65,715 shares worth $5.03M. The position accounts for 0.31% of the portfolio, ranked #63.

Parcion Private Wealth first reported a position in SPYM in Q4 2024 and has held it in 6 quarters since. The position peaked at $28.1M in Q4 2024. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Parcion Private Wealth held 65,715 shares of State Street SPDR Portfolio S&P 500 ETF worth $5.03M as of Q1 2026.
Parcion Private Wealth bought 3,844 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $307K.
State Street SPDR Portfolio S&P 500 ETF made up 0.31% of Parcion Private Wealth's portfolio in Q1 2026, its #63 holding.
Parcion Private Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
Parcion Private Wealth's State Street SPDR Portfolio S&P 500 ETF position peaked at $28.1M in Q4 2024.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.