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

Sanctuary 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	$51.2M	Buy	669,084 +212,553	+47%	+$17M	0.28%	71
2025 Q4	$36.6M	Buy	456,531 +15,190	+3%	+$1.21M	0.2%	95
2025 Q3	$34.6M	Buy	441,341 +2,832	+0.6%	+$214K	0.2%	102
2025 Q2	$31.9M	Sell	438,509 -65,219	-13%	-$4.39M	0.2%	105
2025 Q1	$33.1M	Sell	503,728 -88,549	-15%	-$6.12M	0.23%	88
2024 Q4	$42.1M	Buy	592,277 +13,187	+2%	+$914K	0.27%	75
2024 Q3	$40.6M	Sell	579,090 -185,028	-24%	-$12M	0.26%	74
2024 Q2	$45.7M	Buy	+764,118	New	+$47M	0.33%	52

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

Sanctuary Advisors's SPYM Position: Q1 2026 in Review

Sanctuary Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 47% in Q1 2026, buying an estimated $17M and bringing the position to 669,084 shares worth $51.2M. The position accounts for 0.28% of the portfolio, ranked #71.

Sanctuary Advisors first reported a position in SPYM in Q2 2024 and has held it in 8 quarters since. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Sanctuary Advisors held 669,084 shares of State Street SPDR Portfolio S&P 500 ETF worth $51.2M as of Q1 2026.
Sanctuary Advisors bought 212,553 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $17M.
State Street SPDR Portfolio S&P 500 ETF made up 0.28% of Sanctuary Advisors's portfolio in Q1 2026, its #71 holding.
Sanctuary Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 8 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 Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.