Quadrant Private Wealth Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Quadrant Private Wealth 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	$18.6M	Buy	243,181 +54,637	+29%	+$4.37M	2.88%	3
2025 Q4	$15.1M	Buy	188,544 +19,773	+12%	+$1.57M	2.48%	5
2025 Q3	$13.2M	Buy	168,771 +4,105	+2%	+$310K	2.41%	4
2025 Q2	$12M	Sell	164,666 -12,648	-7%	-$851K	2.48%	4
2025 Q1	$11.7M	Buy	177,314 +9,296	+6%	+$643K	2.9%	2
2024 Q4	$11.6M	Buy	168,018 +12,354	+8%	+$856K	2.85%	2
2024 Q3	$10.5M	Buy	155,664 +13,333	+9%	+$867K	2.6%	4
2024 Q2	$9.11M	Buy	142,331 +16,224	+13%	+$999K	2.09%	7
2024 Q1	$7.76M	Sell	126,107 -9,936	-7%	-$582K	1.96%	11
2023 Q4	$7.6M	Buy	136,043 +20,138	+17%	+$1.06M	2.11%	9
2023 Q3	$5.83M	Buy	115,905 +7,802	+7%	+$408K	1.96%	8
2023 Q2	$5.63M	Buy	108,103 +10,233	+10%	+$505K	1.63%	8
2023 Q1	$4.71M	Buy	97,870 +17,153	+21%	+$805K	1.47%	13
2022 Q4	$3.63M	Buy	+80,717	New	+$3.65M	1.22%	16

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

Quadrant Private Wealth Management's SPYM Position: Q1 2026 in Review

Quadrant Private Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 29% in Q1 2026, buying an estimated $4.37M and bringing the position to 243,181 shares worth $18.6M. The position accounts for 2.88% of the portfolio, ranked #3.

Quadrant Private Wealth Management first reported a position in SPYM in Q4 2022 and has held it in 14 quarters since. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Quadrant Private Wealth Management held 243,181 shares of State Street SPDR Portfolio S&P 500 ETF worth $18.6M as of Q1 2026.
Quadrant Private Wealth Management bought 54,637 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $4.37M.
State Street SPDR Portfolio S&P 500 ETF made up 2.88% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #3 holding.
Quadrant Private Wealth 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.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.