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

Per Stirling 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	$5M	Sell	65,293 -724	-1%	-$57.9K	0.55%	52
2025 Q4	$5.3M	Buy	66,017 +266	+0.4%	+$21.2K	0.59%	48
2025 Q3	$5.15M	Buy	65,751 +2,173	+3%	+$164K	0.62%	46
2025 Q2	$4.62M	Buy	63,578 +2,663	+4%	+$179K	0.6%	46
2025 Q1	$4.01M	Buy	60,915 +14	+0%	+$968	0.58%	46
2024 Q4	$4.2M	Buy	60,901 +782	+1%	+$54.2K	0.6%	49
2024 Q3	$4.06M	Buy	60,119 +1,149	+2%	+$74.7K	0.56%	50
2024 Q2	$3.77M	Buy	58,970 +2,524	+4%	+$155K	0.61%	42
2024 Q1	$3.47M	Buy	56,446 +2,596	+5%	+$152K	0.58%	42
2023 Q4	$3.01M	Buy	53,850 +6,751	+14%	+$354K	0.55%	44
2023 Q3	$2.37M	Buy	47,099 +2,680	+6%	+$140K	0.49%	46
2023 Q2	$2.31M	Buy	44,419 +4,609	+12%	+$227K	0.47%	50
2023 Q1	$1.92M	Sell	39,810 -10,895	-21%	-$511K	0.41%	48
2022 Q4	$2.28M	Buy	+50,705	New	+$2.29M	0.42%	47

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

Per Stirling Capital Management's SPYM Position: Q1 2026 in Review

Per Stirling Capital Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.1% in Q1 2026, selling an estimated $57.9K and leaving 65,293 shares worth $5M. The position accounts for 0.55% of the portfolio, ranked #52.

Per Stirling Capital Management first reported a position in SPYM in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.3M in Q4 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Per Stirling Capital Management held 65,293 shares of State Street SPDR Portfolio S&P 500 ETF worth $5M as of Q1 2026.
Per Stirling Capital Management sold 724 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $57.9K.
State Street SPDR Portfolio S&P 500 ETF made up 0.55% of Per Stirling Capital Management's portfolio in Q1 2026, its #52 holding.
Per Stirling Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
Per Stirling Capital Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $5.3M 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 Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.