PIA
SPYM

Perennial Investment Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Perennial Investment Advisors’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 		$15.2M Buy
198,336
+52,555
+36% +$4.2M 1.21% 15
2025
Q4 		$11.7M Sell
145,781
-574
-0.4% -$45.6K 0.92% 17
2025
Q3 		$11.5M Buy
146,355
+4,388
+3% +$331K 0.95% 17
2025
Q2 		$10.3M Buy
141,967
+19,673
+16% +$1.32M 1% 19
2025
Q1 		$8.04M Buy
122,294
+29,835
+32% +$2.06M 0.9% 25
2024
Q4 		$6.37M Buy
92,459
+72,592
+365% +$5.03M 0.75% 32
2024
Q3 		$1.34M Sell
19,867
-1,650
-8% -$107K 0.17% 99
2024
Q2 		$1.38M Sell
21,517
-936
-4% -$57.6K 0.2% 86
2024
Q1 		$1.38M Buy
22,453
+178
+0.8% +$10.4K 0.21% 82
2023
Q4 		$1.25M Buy
22,275
+203
+0.9% +$10.6K 0.21% 91
2023
Q3 		$1.11M Buy
22,072
+45
+0.2% +$2.35K 0.2% 96
2023
Q2 		$1.15M Buy
22,027
+4,875
+28% +$241K 0.2% 99
2023
Q1 		$826K Buy
17,152
+8,638
+101% +$405K 0.15% 114
2022
Q4 		$383K Buy
+8,514
New +$385K 0.16% 128

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

Perennial Investment Advisors's SPYM Position: Q1 2026 in Review

Perennial Investment Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 36% in Q1 2026, buying an estimated $4.2M and bringing the position to 198,336 shares worth $15.2M. The position accounts for 1.21% of the portfolio, ranked #15.

Perennial Investment Advisors first reported a position in SPYM in Q4 2022 and has held it in 14 quarters since. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Perennial Investment Advisors held 198,336 shares of State Street SPDR Portfolio S&P 500 ETF worth $15.2M as of Q1 2026.
  • Perennial Investment Advisors bought 52,555 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $4.2M.
  • State Street SPDR Portfolio S&P 500 ETF made up 1.21% of Perennial Investment Advisors's portfolio in Q1 2026, its #15 holding.
  • Perennial Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.