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

Redwood Investment 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	$7.03M	Buy	91,814 +24,059	+36%	+$1.92M	0.87%	20
2025 Q4	$5.43M	Buy	67,755 +9,219	+16%	+$733K	0.61%	23
2025 Q3	$4.59M	Buy	58,536 +4,716	+9%	+$356K	0.5%	26
2025 Q2	$3.91M	Sell	53,820 -53,618	-50%	-$3.61M	0.41%	45
2025 Q1	$7.07M	Buy	107,438 +2,108	+2%	+$146K	0.77%	19
2024 Q4	$7.26M	Buy	105,330 +3,500	+3%	+$243K	0.71%	14
2024 Q3	$6.88M	Sell	101,830 -13,864	-12%	-$902K	0.61%	20
2024 Q2	$7.4M	Sell	115,694 -47,500	-29%	-$2.92M	0.64%	26
2024 Q1	$10M	Buy	163,194 +73,050	+81%	+$4.28M	0.96%	16
2023 Q4	$5.04M	Buy	90,144 +29,251	+48%	+$1.53M	0.46%	43
2023 Q3	$3.06M	Buy	+60,893	New	+$3.19M	0.27%	91

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

Redwood Investment Management's SPYM Position: Q1 2026 in Review

Redwood Investment Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 36% in Q1 2026, buying an estimated $1.92M and bringing the position to 91,814 shares worth $7.03M. The position accounts for 0.87% of the portfolio, ranked #20.

Redwood Investment Management first reported a position in SPYM in Q3 2023 and has held it in 11 quarters since. The position peaked at $10M in Q1 2024. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Redwood Investment Management held 91,814 shares of State Street SPDR Portfolio S&P 500 ETF worth $7.03M as of Q1 2026.
Redwood Investment Management bought 24,059 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $1.92M.
State Street SPDR Portfolio S&P 500 ETF made up 0.87% of Redwood Investment Management's portfolio in Q1 2026, its #20 holding.
Redwood Investment Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2023 and has held it in 11 quarters since.
Redwood Investment Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $10M in Q1 2024.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

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