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

Savvy Advisors Inc’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	$11.7M	Buy	152,215 +4,467	+3%	+$357K	0.31%	61
2025 Q4	$11.9M	Buy	147,748 +122,398	+483%	+$9.73M	0.38%	51
2025 Q3	$1.99M	Sell	25,350 -1,335	-5%	-$101K	0.09%	157
2025 Q2	$1.94M	Buy	26,685 +4,256	+19%	+$286K	0.13%	120
2025 Q1	$1.47M	Buy	22,429 +2,095	+10%	+$145K	0.15%	115
2024 Q4	$1.4M	Buy	20,334 +7,674	+61%	+$532K	0.17%	105
2024 Q3	$855K	Sell	12,660 -10	-0.1%	-$650	0.17%	121
2024 Q2	$811K	Sell	12,670 -1,493	-11%	-$91.9K	0.26%	89
2024 Q1	$871K	Sell	14,163 -1,362	-9%	-$79.8K	0.5%	48
2023 Q4	$868K	Buy	+15,525	New	+$813K	0.84%	24

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

Savvy Advisors Inc's SPYM Position: Q1 2026 in Review

Savvy Advisors Inc increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3% in Q1 2026, buying an estimated $357K and bringing the position to 152,215 shares worth $11.7M. The position accounts for 0.31% of the portfolio, ranked #61.

Savvy Advisors Inc first reported a position in SPYM in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.9M in Q4 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Savvy Advisors Inc held 152,215 shares of State Street SPDR Portfolio S&P 500 ETF worth $11.7M as of Q1 2026.
Savvy Advisors Inc bought 4,467 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $357K.
State Street SPDR Portfolio S&P 500 ETF made up 0.31% of Savvy Advisors Inc's portfolio in Q1 2026, its #61 holding.
Savvy Advisors Inc first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Savvy Advisors Inc's State Street SPDR Portfolio S&P 500 ETF position peaked at $11.9M 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 Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.