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

Rehmann Capital 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	$20.7M	Sell	270,819 -26,297	-9%	-$2.1M	1.08%	18
2025 Q4	$23.8M	Buy	297,116 +6,612	+2%	+$526K	1.24%	16
2025 Q3	$22.8M	Buy	290,504 +5,461	+2%	+$412K	1.25%	18
2025 Q2	$20.7M	Buy	285,043 +13,999	+5%	+$941K	1.25%	19
2025 Q1	$17.8M	Buy	271,044 +46,158	+21%	+$3.19M	1.12%	18
2024 Q4	$15.5M	Buy	224,886 +53,472	+31%	+$3.71M	0.98%	21
2024 Q3	$11.6M	Buy	171,414 +13,748	+9%	+$894K	0.76%	27
2024 Q2	$10.1M	Buy	157,666 +25,623	+19%	+$1.58M	0.72%	27
2024 Q1	$8.12M	Buy	132,043 +34,611	+36%	+$2.03M	0.61%	29
2023 Q4	$5.45M	Buy	97,432 +13,267	+16%	+$695K	0.45%	40
2023 Q3	$4.23M	Buy	84,165 +1,009	+1%	+$52.8K	0.39%	43
2023 Q2	$4.33M	Buy	83,156 +75,992	+1,061%	+$3.75M	0.39%	43
2023 Q1	$345K	Buy	7,164 +1,746	+32%	+$81.9K	0.03%	389
2022 Q4	$244K	Buy	5,418 +365	+7%	+$16.5K	0.03%	472
2022 Q3	$212K	Buy	5,053 +138	+3%	+$6.44K	0.02%	474
2022 Q2	$218K	Sell	4,915 -102	-2%	-$4.92K	0.02%	449
2022 Q1	$267K	Sell	5,017 -6	-0.1%	-$314	0.03%	430
2021 Q4	$280K	Buy	5,023 +93	+2%	+$5.02K	0.03%	453
2021 Q3	$249K	Hold	4,930	–	–	0.02%	476
2021 Q2	$248K	Hold	4,930	–	–	0.02%	480
2021 Q1	$230K	Buy	4,930 +6	+0.1%	+$272	0.02%	471
2020 Q4	$216K	Buy	+4,924	New	+$205K	0.02%	454
2019 Q3	–	Sell	-4,492	Closed	-$155K	–	2060
2019 Q2	$155K	Hold	4,492	–	–	0.02%	489
2019 Q1	$149K	Buy	+4,492	New	+$143K	0.02%	480
2018 Q4	–	Sell	-4,492	Closed	-$153K	–	2086
2018 Q3	$153K	Hold	4,492	–	–	0.02%	477
2018 Q2	$143K	Hold	4,492	–	–	0.02%	460
2018 Q1	$139K	Buy	+4,492	New	+$144K	0.02%	461

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

Rehmann Capital Advisory Group's SPYM Position: Q1 2026 in Review

Rehmann Capital Advisory Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 8.9% in Q1 2026, selling an estimated $2.1M and leaving 270,819 shares worth $20.7M. The position accounts for 1.08% of the portfolio, ranked #18.

Rehmann Capital Advisory Group first reported a position in SPYM in Q1 2018 and has held it in 27 quarters since. The position peaked at $23.8M in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Rehmann Capital Advisory Group held 270,819 shares of State Street SPDR Portfolio S&P 500 ETF worth $20.7M as of Q1 2026.
Rehmann Capital Advisory Group sold 26,297 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $2.1M.
State Street SPDR Portfolio S&P 500 ETF made up 1.08% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #18 holding.
Rehmann Capital Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2018 and has held it in 27 quarters since.
Rehmann Capital Advisory Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $23.8M in Q4 2025.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.