Schneider Downs Wealth Management Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Schneider Downs Wealth Management 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	$2.65M	Sell	34,566 -248	-0.7%	-$19.8K	0.29%	40
2025 Q4	$2.79M	Hold	34,814	–	–	0.31%	38
2025 Q3	$2.73M	Sell	34,814 -309	-0.9%	-$23.3K	0.32%	36
2025 Q2	$2.55M	Buy	35,123 +1,126	+3%	+$75.7K	0.38%	36
2025 Q1	$2.24M	Buy	33,997 +317	+0.9%	+$21.9K	0.4%	33
2024 Q4	$2.32M	Buy	33,680 +713	+2%	+$49.4K	0.44%	32
2024 Q3	$2.23M	Hold	32,967	–	–	0.46%	32
2024 Q2	$2.11M	Hold	32,967	–	–	0.47%	33
2024 Q1	$2.03M	Sell	32,967 -367	-1%	-$21.5K	0.47%	33
2023 Q4	$1.86M	Hold	33,334	–	–	0.48%	33
2023 Q3	$1.68M	Buy	33,334 +19	+0.1%	+$994	0.39%	33
2023 Q2	$1.74M	Sell	33,315 -151	-0.5%	-$7.45K	0.4%	35
2023 Q1	$1.61M	Sell	33,466 -1,243	-4%	-$58.3K	0.33%	35
2022 Q4	$1.56M	Hold	34,709	–	–	0.34%	36
2022 Q3	$1.46M	Hold	34,709	–	–	0.43%	28
2022 Q2	$1.54M	Sell	34,709 -18	-0.1%	-$867	0.43%	28
2022 Q1	$1.84M	Buy	34,727 +585	+2%	+$30.6K	0.47%	30
2021 Q4	$1.91M	Buy	34,142 +2,588	+8%	+$140K	0.46%	31
2021 Q3	$1.59M	Hold	31,554	–	–	0.41%	33
2021 Q2	$1.59M	Hold	31,554	–	–	0.41%	31
2021 Q1	$1.47M	Hold	31,554	–	–	0.36%	29
2020 Q4	$1.39M	Buy	31,554 +2,610	+9%	+$109K	0.39%	27
2020 Q3	$1.14M	Hold	28,944	–	–	0.38%	29
2020 Q2	$1.05M	Sell	28,944 -5,703	-16%	-$196K	0.36%	28
2020 Q1	$1.05M	Buy	+34,647	New	+$1.24M	0.38%	29

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 $424B AUM 22.94% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's SPYM Position: Q1 2026 in Review

Schneider Downs Wealth Management Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.71% in Q1 2026, selling an estimated $19.8K and leaving 34,566 shares worth $2.65M. The position accounts for 0.29% of the portfolio, ranked #40.

Schneider Downs Wealth Management Advisors first reported a position in SPYM in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.79M in Q4 2025. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Schneider Downs Wealth Management Advisors held 34,566 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.65M as of Q1 2026.
Schneider Downs Wealth Management Advisors sold 248 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $19.8K.
State Street SPDR Portfolio S&P 500 ETF made up 0.29% of Schneider Downs Wealth Management Advisors's portfolio in Q1 2026, its #40 holding.
Schneider Downs Wealth Management Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2020 and has held it in 25 quarters since.
Schneider Downs Wealth Management Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.79M in Q4 2025.
1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.