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

Rothschild Investment LLC’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	$62.8K	Buy	820 +2	+0.2%	+$160	﹤0.01%	1056
2025 Q4	$65.6K	Buy	818 +2	+0.2%	+$159	﹤0.01%	946
2025 Q3	$63.9K	Buy	816 +3	+0.4%	+$226	﹤0.01%	931
2025 Q2	$59.1K	Buy	813 +5	+0.6%	+$336	﹤0.01%	746
2025 Q1	$53.1K	Buy	808 +3	+0.4%	+$207	﹤0.01%	752
2024 Q4	$55.5K	Buy	805 +3	+0.4%	+$208	﹤0.01%	759
2024 Q3	$54.2K	Sell	802 -1,199	-60%	-$78K	﹤0.01%	754
2024 Q2	$128K	Buy	+2,001	New	+$123K	0.01%	578

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

Rothschild Investment LLC's SPYM Position: Q1 2026 in Review

Rothschild Investment LLC increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.24% in Q1 2026, buying an estimated $160 and bringing the position to 820 shares worth $62.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

Rothschild Investment LLC first reported a position in SPYM in Q2 2024 and has held it in 8 quarters since. The position peaked at $128K in Q2 2024. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Rothschild Investment LLC held 820 shares of State Street SPDR Portfolio S&P 500 ETF worth $62.8K as of Q1 2026.
Rothschild Investment LLC bought 2 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $160.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #1056 holding.
Rothschild Investment LLC first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
Rothschild Investment LLC's State Street SPDR Portfolio S&P 500 ETF position peaked at $128K in Q2 2024.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.