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

Richardson Financial Services’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	$6.84M	Sell	89,351 -12,099	-12%	-$968K	4.28%	2
2025 Q4	$8.14M	Sell	101,450 -3,066	-3%	-$244K	2.63%	2
2025 Q3	$8.19M	Buy	104,516 +11,392	+12%	+$859K	5.08%	1
2025 Q2	$6.77M	Buy	93,124 +12,125	+15%	+$815K	4.54%	1
2025 Q1	$5.33M	Sell	80,999 -19,057	-19%	-$1.32M	4.05%	2
2024 Q4	$6.92M	Sell	100,056 -1,232	-1%	-$85.4K	4.87%	1
2024 Q3	$6.48M	Hold	101,288	–	–	4.12%	3
2024 Q2	$6.48M	Sell	101,288 -20,371	-17%	-$1.25M	4.67%	1
2024 Q1	$7.49M	Sell	121,659 -7,374	-6%	-$432K	5.28%	1
2023 Q4	$7.21M	Buy	+129,033	New	+$6.76M	6.32%	1

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

Richardson Financial Services's SPYM Position: Q1 2026 in Review

Richardson Financial Services reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 12% in Q1 2026, selling an estimated $968K and leaving 89,351 shares worth $6.84M. The position accounts for 4.28% of the portfolio, ranked #2.

Richardson Financial Services first reported a position in SPYM in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.19M in Q3 2025. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Richardson Financial Services held 89,351 shares of State Street SPDR Portfolio S&P 500 ETF worth $6.84M as of Q1 2026.
Richardson Financial Services sold 12,099 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $968K.
State Street SPDR Portfolio S&P 500 ETF made up 4.28% of Richardson Financial Services's portfolio in Q1 2026, its #2 holding.
Richardson Financial Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Richardson Financial Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $8.19M in Q3 2025.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.