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

Ritholtz Wealth 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	$4.61M	Buy	60,294 +11,788	+24%	+$943K	0.08%	181
2025 Q4	$3.89M	Buy	48,506 +275	+0.6%	+$21.9K	0.07%	196
2025 Q3	$3.78M	Buy	48,231 +385	+0.8%	+$29K	0.07%	181
2025 Q2	$3.48M	Sell	47,846 -2,915	-6%	-$196K	0.08%	170
2025 Q1	$3.34M	Buy	50,761 +33,203	+189%	+$2.3M	0.1%	144
2024 Q4	$1.21M	Sell	17,558 -2	-0%	-$139	0.04%	321
2024 Q3	$1.19M	Sell	17,560 -1,132	-6%	-$73.6K	0.04%	340
2024 Q2	$1.2M	Buy	18,692 +113	+0.6%	+$6.96K	0.04%	314
2024 Q1	$1.14M	Sell	18,579 -243	-1%	-$14.2K	0.04%	320
2023 Q4	$1.05M	Sell	18,822 -9	-0%	-$472	0.04%	300
2023 Q3	$946K	Sell	18,831 -4,391	-19%	-$230K	0.04%	295
2023 Q2	$1.21M	Buy	23,222 +1	+0%	+$49	0.05%	223
2023 Q1	$1.12M	Buy	23,221 +8,867	+62%	+$416K	0.06%	234
2022 Q4	$646K	Buy	14,354 +4,919	+52%	+$222K	0.04%	317
2022 Q3	$396K	Buy	9,435 +2	+0%	+$93	0.02%	460
2022 Q2	$418K	Sell	9,433 -94	-1%	-$4.53K	0.03%	355
2022 Q1	$506K	Sell	9,527 -714	-7%	-$37.4K	0.03%	310
2021 Q4	$572K	Buy	10,241 +373	+4%	+$20.1K	0.04%	273
2021 Q3	$498K	Sell	9,868 -409	-4%	-$21.2K	0.03%	270
2021 Q2	$517K	Sell	10,277 -932	-8%	-$45.7K	0.04%	247
2021 Q1	$522K	Sell	11,209 -1,535	-12%	-$69.6K	0.04%	204
2020 Q4	$560K	Sell	12,744 -553	-4%	-$23.1K	0.05%	148
2020 Q3	$523K	Sell	13,297 -5,395	-29%	-$210K	0.06%	127
2020 Q2	$678K	Sell	18,692 -68,281	-79%	-$2.35M	0.09%	88
2020 Q1	$2.63M	Sell	86,973 -8,998	-9%	-$323K	0.42%	24
2019 Q4	$3.63M	Buy	95,971 +131	+0.1%	+$4.74K	0.53%	21
2019 Q3	$3.34M	Buy	95,840 +2,565	+3%	+$89.2K	0.54%	21
2019 Q2	$3.22M	Sell	93,275 -13,264	-12%	-$450K	0.55%	21
2019 Q1	$3.54M	Sell	106,539 -128,315	-55%	-$4.1M	0.65%	20
2018 Q4	$6.86M	Buy	234,854 +138,246	+143%	+$4.36M	1.55%	15
2018 Q3	$3.29M	Buy	96,608 +2,163	+2%	+$72.3K	0.83%	13
2018 Q2	$3.01M	Buy	94,445 +3,714	+4%	+$118K	0.82%	13
2018 Q1	$2.81M	Buy	+90,731	New	+$2.9M	0.8%	13

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

Ritholtz Wealth Management's SPYM Position: Q1 2026 in Review

Ritholtz Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 24% in Q1 2026, buying an estimated $943K and bringing the position to 60,294 shares worth $4.61M. The position accounts for 0.08% of the portfolio, ranked #181.

Ritholtz Wealth Management first reported a position in SPYM in Q1 2018 and has held it in 33 quarters since. The position peaked at $6.86M in Q4 2018. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Ritholtz Wealth Management held 60,294 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.61M as of Q1 2026.
Ritholtz Wealth Management bought 11,788 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $943K.
State Street SPDR Portfolio S&P 500 ETF made up 0.08% of Ritholtz Wealth Management's portfolio in Q1 2026, its #181 holding.
Ritholtz Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2018 and has held it in 33 quarters since.
Ritholtz Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $6.86M in Q4 2018.
1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.