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

Rockbridge Investment 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	$49.1M	Buy	641,714 +100,435	+19%	+$8.03M	4.41%	8
2025 Q4	$43.4M	Buy	541,279 +64,335	+13%	+$5.12M	4.04%	8
2025 Q3	$37.4M	Buy	476,944 +56,801	+14%	+$4.28M	3.69%	8
2025 Q2	$30.5M	Buy	420,143 +48,194	+13%	+$3.24M	3.27%	8
2025 Q1	$24.5M	Buy	371,949 +47,425	+15%	+$3.28M	2.89%	8
2024 Q4	$22.4M	Buy	324,524 +88,596	+38%	+$6.14M	2.87%	8
2024 Q3	$15.9M	Buy	+235,928	New	+$15.3M	2.06%	12
2024 Q1	–	Sell	-4,302	Closed	-$240K	–	543
2023 Q4	$240K	Buy	+4,302	New	+$225K	0.04%	101
2022 Q3	–	Sell	-4,615	Closed	-$205K	–	519
2022 Q2	$205K	Sell	4,615 -686	-13%	-$33.1K	0.04%	101
2022 Q1	$282K	Sell	5,301 -288	-5%	-$15.1K	0.04%	127
2021 Q4	$312K	Sell	5,589 -222	-4%	-$12K	0.05%	132
2021 Q3	$293K	Hold	5,811	–	–	0.05%	121
2021 Q2	$292K	Sell	5,811 -60	-1%	-$2.94K	0.05%	122
2021 Q1	$274K	Sell	5,871 -1,415	-19%	-$64.2K	0.05%	117
2020 Q4	$320K	Sell	7,286 -5	-0.1%	-$209	0.07%	112
2020 Q3	$287K	Sell	7,291 -432	-6%	-$16.8K	0.07%	111
2020 Q2	$280K	Buy	+7,723	New	+$266K	0.07%	104

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

Rockbridge Investment Management's SPYM Position: Q1 2026 in Review

Rockbridge Investment Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 19% in Q1 2026, buying an estimated $8.03M and bringing the position to 641,714 shares worth $49.1M. The position accounts for 4.41% of the portfolio, ranked #8.

Rockbridge Investment Management first reported a position in SPYM in Q2 2020 and has held it in 17 quarters since. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Rockbridge Investment Management held 641,714 shares of State Street SPDR Portfolio S&P 500 ETF worth $49.1M as of Q1 2026.
Rockbridge Investment Management bought 100,435 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $8.03M.
State Street SPDR Portfolio S&P 500 ETF made up 4.41% of Rockbridge Investment Management's portfolio in Q1 2026, its #8 holding.
Rockbridge Investment Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2020 and has held it in 17 quarters since.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Rockbridge Investment Management's 13F filing for Q1 2026, filed 14 May 2026.