Salomon & Ludwin’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Salomon & Ludwin’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	$120K	Sell	1,560 -1,001	-39%	-$80.1K	0.01%	216
2025 Q4	$207K	Buy	2,561 +1,636	+177%	+$130K	0.02%	167
2025 Q3	$72.8K	Hold	925	–	–	0.01%	294
2025 Q2	$67.5K	Hold	925	–	–	0.01%	234
2025 Q1	$60.8K	Sell	925 -94	-9%	-$6.5K	0.01%	227
2024 Q4	$70.3K	Buy	1,019 +94	+10%	+$6.52K	0.01%	214
2024 Q3	$62.4K	Hold	925	–	–	0.01%	238
2024 Q2	$59.2K	Hold	925	–	–	0.01%	240
2024 Q1	$56.9K	Hold	925	–	–	﹤0.01%	335
2023 Q4	$46.5K	Hold	925	–	–	﹤0.01%	315
2023 Q3	$46.5K	Buy	+925	New	+$48.4K	﹤0.01%	315

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

Salomon & Ludwin's SPYM Position: Q1 2026 in Review

Salomon & Ludwin reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 39% in Q1 2026, selling an estimated $80.1K and leaving 1,560 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #216.

Salomon & Ludwin first reported a position in SPYM in Q3 2023 and has held it in 11 quarters since. The position peaked at $207K in Q4 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Salomon & Ludwin held 1,560 shares of State Street SPDR Portfolio S&P 500 ETF worth $120K as of Q1 2026.
Salomon & Ludwin sold 1,001 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $80.1K.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #216 holding.
Salomon & Ludwin first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2023 and has held it in 11 quarters since.
Salomon & Ludwin's State Street SPDR Portfolio S&P 500 ETF position peaked at $207K 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 Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.