Richard W. Paul & Associates’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Richard W. Paul & Associates’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	$1.51M	Sell	19,668 -108	-0.5%	-$8.64K	0.51%	50
2025 Q4	$1.59M	Sell	19,776 -2,010	-9%	-$160K	0.53%	43
2025 Q3	$1.71M	Sell	21,786 -3,748	-15%	-$283K	0.58%	37
2025 Q2	$1.86M	Buy	25,534 +4,432	+21%	+$298K	0.67%	33
2025 Q1	$1.39M	Sell	21,102 -703	-3%	-$48.6K	0.54%	38
2024 Q4	$1.5M	Sell	21,805 -629	-3%	-$43.6K	0.55%	44
2024 Q3	$1.51M	Sell	22,434 -1,780	-7%	-$116K	0.54%	43
2024 Q2	$1.55M	Sell	24,214 -2,350	-9%	-$145K	0.6%	40
2024 Q1	$1.63M	Sell	26,564 -3,982	-13%	-$233K	0.65%	37
2023 Q4	$1.71M	Sell	30,546 -1,307	-4%	-$68.5K	0.72%	32
2023 Q3	$1.6M	Sell	31,853 -54,408	-63%	-$2.85M	0.73%	32
2023 Q2	$4.5M	Sell	86,261 -2,566	-3%	-$127K	1.96%	8
2023 Q1	$4.28M	Buy	88,827 +1,510	+2%	+$70.8K	1.97%	8
2022 Q4	$3.93M	Buy	+87,317	New	+$3.95M	1.98%	10

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 $424B AUM 22.94% 1-Year Est. Return

Richard W. Paul & Associates's SPYM Position: Q1 2026 in Review

Richard W. Paul & Associates reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.55% in Q1 2026, selling an estimated $8.64K and leaving 19,668 shares worth $1.51M. The position accounts for 0.51% of the portfolio, ranked #50.

Richard W. Paul & Associates first reported a position in SPYM in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.5M in Q2 2023. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Richard W. Paul & Associates held 19,668 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.51M as of Q1 2026.
Richard W. Paul & Associates sold 108 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $8.64K.
State Street SPDR Portfolio S&P 500 ETF made up 0.51% of Richard W. Paul & Associates's portfolio in Q1 2026, its #50 holding.
Richard W. Paul & Associates first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
Richard W. Paul & Associates's State Street SPDR Portfolio S&P 500 ETF position peaked at $4.5M in Q2 2023.
1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Richard W. Paul & Associates's 13F filing for Q1 2026, filed 13 May 2026.