P
SPYM

&Partners’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

&Partners’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 		$13.7M Buy
178,414
+74,430
+72% +$5.95M 0.07% 267
2025
Q4 		$8.3M Buy
103,984
+33,157
+47% +$2.64M 0.04% 354
2025
Q3 		$5.55M Buy
70,827
+7,293
+11% +$550K 0.04% 394
2025
Q2 		$4.5M Buy
63,534
+33,982
+115% +$2.29M 0.03% 396
2025
Q1 		$1.85M Buy
29,552
+7,407
+33% +$512K 0.02% 569
2024
Q4 		$1.54M Buy
22,145
+11,963
+117% +$829K 0.02% 589
2024
Q3 		$687K Sell
10,182
-4,141
-29% -$269K 0.01% 717
2024
Q2 		$917K Buy
14,323
+6,374
+80% +$392K 0.04% 376
2024
Q1 		$489K Buy
+7,949
New +$466K 0.07% 273

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

&Partners's SPYM Position: Q1 2026 in Review

&Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 72% in Q1 2026, buying an estimated $5.95M and bringing the position to 178,414 shares worth $13.7M. The position accounts for 0.07% of the portfolio, ranked #267.

&Partners first reported a position in SPYM in Q1 2024 and has held it in 9 quarters since. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • &Partners held 178,414 shares of State Street SPDR Portfolio S&P 500 ETF worth $13.7M as of Q1 2026.
  • &Partners bought 74,430 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $5.95M.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.07% of &Partners's portfolio in Q1 2026, its #267 holding.
  • &Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.