Penserra Capital Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Penserra Capital Management’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	$61.5M	Sell	803,137 -101,423	-11%	-$8.11M	0.72%	38
2025 Q4	$72.6M	Sell	904,560 -282,114	-24%	-$22.4M	0.86%	23
2025 Q3	$93M	Buy	1,186,674 +117,902	+11%	+$8.89M	1.11%	13
2025 Q2	$77.7M	Buy	1,068,772 +491,126	+85%	+$33M	1.08%	20
2025 Q1	$38M	Buy	+577,646	New	+$40M	0.68%	38
2024 Q3	–	Sell	-123	Closed	-$8K	–	1298
2024 Q2	$8K	Sell	123 -3	-2%	-$185	﹤0.01%	1004
2024 Q1	$7K	Buy	+126	New	+$7.38K	﹤0.01%	1021

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

Penserra Capital Management's SPYM Position: Q1 2026 in Review

Penserra Capital Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 11% in Q1 2026, selling an estimated $8.11M and leaving 803,137 shares worth $61.5M. The position accounts for 0.72% of the portfolio, ranked #38.

Penserra Capital Management first reported a position in SPYM in Q1 2024 and has held it in 7 quarters since. The position peaked at $93M in Q3 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Penserra Capital Management held 803,137 shares of State Street SPDR Portfolio S&P 500 ETF worth $61.5M as of Q1 2026.
Penserra Capital Management sold 101,423 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $8.11M.
State Street SPDR Portfolio S&P 500 ETF made up 0.72% of Penserra Capital Management's portfolio in Q1 2026, its #38 holding.
Penserra Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 7 quarters since.
Penserra Capital Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $93M in Q3 2025.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Penserra Capital Management's 13F filing for Q1 2026, filed 11 May 2026.