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

Revere Asset 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	$92.5M	Sell	1,209,143 -73,462	-6%	-$5.88M	47.41%	1
2025 Q4	$103M	Buy	1,282,605 +135,147	+12%	+$10.7M	36.21%	1
2025 Q3	$89.9M	Buy	1,147,458 +148,012	+15%	+$11.2M	33.92%	1
2025 Q2	$72.6M	Buy	999,446 +447,878	+81%	+$30.1M	35.24%	1
2025 Q1	$36.3M	Sell	551,568 -209,642	-28%	-$14.5M	39.11%	1
2024 Q4	$52.5M	Buy	761,210 +100,283	+15%	+$6.95M	44.53%	1
2024 Q3	$44.6M	Buy	660,927 +220,906	+50%	+$14.4M	35.61%	1
2024 Q2	$28.2M	Buy	+440,021	New	+$27.1M	28.01%	1

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Revere Asset Management's SPYM Position: Q1 2026 in Review

Revere Asset Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.7% in Q1 2026, selling an estimated $5.88M and leaving 1,209,143 shares worth $92.5M. The position accounts for 47.41% of the portfolio, ranked #1.

Revere Asset Management first reported a position in SPYM in Q2 2024 and has held it in 8 quarters since. The position peaked at $103M in Q4 2025. 1,605 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Revere Asset Management held 1,209,143 shares of State Street SPDR Portfolio S&P 500 ETF worth $92.5M as of Q1 2026.
Revere Asset Management sold 73,462 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $5.88M.
State Street SPDR Portfolio S&P 500 ETF made up 47.41% of Revere Asset Management's portfolio in Q1 2026, its #1 holding.
Revere Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
Revere Asset Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $103M in Q4 2025.
1,605 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Revere Asset Management's 13F filing for Q1 2026, filed 6 May 2026.