RFN
SPYM

Redwood Financial Network’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Redwood Financial Network’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 		$1.85M Buy
24,180
+381
+2% +$30.5K 1.21% 18
2025
Q4 		$1.91M Sell
23,799
-397
-2% -$31.6K 1.22% 19
2025
Q3 		$1.9M Sell
24,196
-1,913
-7% -$144K 1.2% 20
2025
Q2 		$1.9M Sell
26,109
-159
-0.6% -$10.7K 1.28% 17
2025
Q1 		$1.73M Buy
26,268
+364
+1% +$25.2K 1.32% 18
2024
Q4 		$1.79M Buy
25,904
+1,125
+5% +$78K 1.33% 19
2024
Q3 		$1.67M Buy
24,779
+2,032
+9% +$132K 1.31% 21
2024
Q2 		$1.46M Buy
22,747
+244
+1% +$15K 1.22% 21
2024
Q1 		$1.38M Buy
22,503
+743
+3% +$43.5K 1.21% 21
2023
Q4 		$1.22M Buy
21,760
+1,359
+7% +$71.2K 1.18% 22
2023
Q3 		$1.03M Buy
20,401
+1,255
+7% +$65.6K 1.09% 26
2023
Q2 		$998K Buy
19,146
+595
+3% +$29.4K 0.94% 25
2023
Q1 		$893K Buy
18,551
+2,667
+17% +$125K 0.91% 29
2022
Q4 		$714K Buy
15,884
+8,361
+111% +$378K 0.81% 37
2022
Q3 		$316K Buy
7,523
+194
+3% +$9.06K 0.36% 90
2022
Q2 		$325K Buy
7,329
+1,920
+35% +$92.5K 0.35% 94
2022
Q1 		$287K Buy
+5,409
New +$283K 0.27% 112

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

Redwood Financial Network's SPYM Position: Q1 2026 in Review

Redwood Financial Network increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.6% in Q1 2026, buying an estimated $30.5K and bringing the position to 24,180 shares worth $1.85M. The position accounts for 1.21% of the portfolio, ranked #18.

Redwood Financial Network first reported a position in SPYM in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.91M in Q4 2025. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Redwood Financial Network held 24,180 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.85M as of Q1 2026.
  • Redwood Financial Network bought 381 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $30.5K.
  • State Street SPDR Portfolio S&P 500 ETF made up 1.21% of Redwood Financial Network's portfolio in Q1 2026, its #18 holding.
  • Redwood Financial Network first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and has held it in 17 quarters since.
  • Redwood Financial Network's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.91M in Q4 2025.
  • 1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Redwood Financial Network's 13F filing for Q1 2026, filed 14 May 2026.