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

Schwallier Wealth Management’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	$1.94M	Sell	25,308 -242	-0.9%	-$19.4K	1.42%	14
2025 Q4	$2.08M	Sell	25,550 -4,340	-15%	-$345K	1.33%	13
2025 Q3	$2.34M	Buy	29,890 +2,500	+9%	+$189K	1.46%	13
2025 Q2	$1.99M	Buy	27,390 +1,229	+5%	+$82.6K	1.22%	14
2025 Q1	$1.72M	Sell	26,161 -104	-0.4%	-$7.19K	1.27%	15
2024 Q4	$1.81M	Sell	26,265 -1,331	-5%	-$92.3K	1.38%	12
2024 Q3	$1.86M	Buy	27,596 +844	+3%	+$54.9K	1.33%	12
2024 Q2	$1.71M	Sell	26,752 -2,137	-7%	-$132K	1.39%	12
2024 Q1	$1.78M	Sell	28,889 -3,127	-10%	-$183K	1.43%	13
2023 Q4	$1.79M	Buy	+32,016	New	+$1.68M	1.48%	12

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

Schwallier Wealth Management's SPYM Position: Q1 2026 in Review

Schwallier Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.95% in Q1 2026, selling an estimated $19.4K and leaving 25,308 shares worth $1.94M. The position accounts for 1.42% of the portfolio, ranked #14.

Schwallier Wealth Management first reported a position in SPYM in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.34M in Q3 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Schwallier Wealth Management held 25,308 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.94M as of Q1 2026.
Schwallier Wealth Management sold 242 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $19.4K.
State Street SPDR Portfolio S&P 500 ETF made up 1.42% of Schwallier Wealth Management's portfolio in Q1 2026, its #14 holding.
Schwallier Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Schwallier Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.34M in Q3 2025.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Schwallier Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.