Sage Mountain Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Sage Mountain Advisors’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	$203K	Buy	2,652 +19	+0.7%	+$1.52K	0.01%	200
2025 Q4	$211K	Hold	2,633	–	–	0.01%	466
2025 Q3	$206K	Hold	2,633	–	–	0.01%	461
2025 Q2	$191K	Sell	2,633 -285	-10%	-$19.2K	0.01%	409
2025 Q1	$192K	Hold	2,918	–	–	0.01%	381
2024 Q4	$201K	Buy	2,918 +285	+11%	+$19.8K	0.01%	374
2024 Q3	$178K	Hold	2,633	–	–	0.02%	390
2024 Q2	$169K	Sell	2,633 -487	-16%	-$30K	0.02%	343
2024 Q1	$192K	Buy	+3,120	New	+$183K	0.02%	321

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

Sage Mountain Advisors's SPYM Position: Q1 2026 in Review

Sage Mountain Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.72% in Q1 2026, buying an estimated $1.52K and bringing the position to 2,652 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #200.

Sage Mountain Advisors first reported a position in SPYM in Q1 2024 and has held it in 9 quarters since. The position peaked at $211K in Q4 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Sage Mountain Advisors held 2,652 shares of State Street SPDR Portfolio S&P 500 ETF worth $203K as of Q1 2026.
Sage Mountain Advisors bought 19 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $1.52K.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Sage Mountain Advisors's portfolio in Q1 2026, its #200 holding.
Sage Mountain Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
Sage Mountain Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $211K in Q4 2025.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.