Savant Capital’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Savant Capital’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	$24.4M	Buy	319,031 +389	+0.1%	+$31.1K	0.12%	108
2025 Q4	$25.6M	Sell	318,642 -50,762	-14%	-$4.04M	0.15%	100
2025 Q3	$28.9M	Sell	369,404 -46,936	-11%	-$3.54M	0.18%	88
2025 Q2	$30.3M	Sell	416,340 -131,273	-24%	-$8.83M	0.22%	69
2025 Q1	$36M	Sell	547,613 -287,839	-34%	-$19.9M	0.3%	54
2024 Q4	$57.6M	Sell	835,452 -201,696	-19%	-$14M	0.45%	38
2024 Q3	$70M	Sell	1,037,148 -253,036	-20%	-$16.5M	0.58%	31
2024 Q2	$82.6M	Buy	+1,290,184	New	+$79.4M	0.83%	21

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

Savant Capital's SPYM Position: Q1 2026 in Review

Savant Capital increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.12% in Q1 2026, buying an estimated $31.1K and bringing the position to 319,031 shares worth $24.4M. The position accounts for 0.12% of the portfolio, ranked #108.

Savant Capital first reported a position in SPYM in Q2 2024 and has held it in 8 quarters since. The position peaked at $82.6M in Q2 2024. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Savant Capital held 319,031 shares of State Street SPDR Portfolio S&P 500 ETF worth $24.4M as of Q1 2026.
Savant Capital bought 389 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $31.1K.
State Street SPDR Portfolio S&P 500 ETF made up 0.12% of Savant Capital's portfolio in Q1 2026, its #108 holding.
Savant Capital first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
Savant Capital's State Street SPDR Portfolio S&P 500 ETF position peaked at $82.6M in Q2 2024.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.