PG
SPYM

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

Patten 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 		$396K Sell
5,176
-80
-2% -$6.4K 0.07% 228
2025
Q4 		$422K Sell
5,256
-201
-4% -$16K 0.08% 223
2025
Q3 		$428K Sell
5,457
-293
-5% -$22.1K 0.08% 203
2025
Q2 		$418K Buy
5,750
+874
+18% +$58.8K 0.09% 197
2025
Q1 		$321K Buy
4,876
+159
+3% +$11K 0.07% 220
2024
Q4 		$325K Buy
4,717
+485
+11% +$33.6K 0.07% 218
2024
Q3 		$286K Buy
4,232
+403
+11% +$26.2K 0.06% 226
2024
Q2 		$245K Buy
3,829
+459
+14% +$28.3K 0.06% 235
2024
Q1 		$207K Buy
+3,370
New +$197K 0.05% 239

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 $1.47T 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 $376B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B 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 $134B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return