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

Private Advisory 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	$2.48M	Buy	32,454 +13,845	+74%	+$1.11M	0.16%	113
2025 Q4	$1.49M	Buy	18,609 +2,541	+16%	+$202K	0.12%	101
2025 Q3	$1.26M	Buy	16,068 +10,714	+200%	+$808K	0.1%	112
2025 Q2	$389K	Buy	+5,354	New	+$360K	0.04%	164

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

Private Advisory Group's SPYM Position: Q1 2026 in Review

Private Advisory Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 74% in Q1 2026, buying an estimated $1.11M and bringing the position to 32,454 shares worth $2.48M. The position accounts for 0.16% of the portfolio, ranked #113.

Private Advisory Group first reported a position in SPYM in Q2 2025 and has held it in 4 quarters since. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Private Advisory Group held 32,454 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.48M as of Q1 2026.
Private Advisory Group bought 13,845 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $1.11M.
State Street SPDR Portfolio S&P 500 ETF made up 0.16% of Private Advisory Group's portfolio in Q1 2026, its #113 holding.
Private Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 4 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 Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.