SEI Investments’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

SEI Investments’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	$2.9M	Buy	37,924 +12,256	+48%	+$980K	﹤0.01%	1825
2025 Q4	$2.06M	Buy	25,668 +1,316	+5%	+$105K	﹤0.01%	1841
2025 Q3	$1.91M	Buy	24,352 +19,322	+384%	+$1.46M	﹤0.01%	1713
2025 Q2	$366K	Buy	5,030 +832	+20%	+$55.9K	﹤0.01%	2321
2025 Q1	$276K	Hold	4,198	–	–	﹤0.01%	2365
2024 Q4	$289K	Sell	4,198 -194	-4%	-$13.4K	﹤0.01%	2370
2024 Q3	$297K	Sell	4,392 -20	-0.5%	-$1.3K	﹤0.01%	2357
2024 Q2	$282K	Sell	4,412 -132	-3%	-$8.13K	﹤0.01%	2367
2024 Q1	$280K	Sell	4,544 -15	-0.3%	-$878	﹤0.01%	2328
2023 Q4	$255K	Sell	4,559 -4	-0.1%	-$210	﹤0.01%	2371
2023 Q3	$229K	Sell	4,563 -79	-2%	-$4.13K	﹤0.01%	2400
2023 Q2	$242K	Sell	4,642 -5	-0.1%	-$247	﹤0.01%	2413
2023 Q1	$224K	Hold	4,647	–	–	﹤0.01%	2445
2022 Q4	$209K	Buy	+4,647	New	+$210K	﹤0.01%	2331
2022 Q3	–	Sell	-4,789	Closed	-$212K	–	2729
2022 Q2	$212K	Buy	4,789 +189	+4%	+$9.11K	﹤0.01%	2459
2022 Q1	$245K	Sell	4,600 -84	-2%	-$4.4K	﹤0.01%	2371
2021 Q4	$262K	Sell	4,684 -164	-3%	-$8.86K	﹤0.01%	2376
2021 Q3	$245K	Buy	+4,848	New	+$251K	﹤0.01%	2386
2018 Q3	–	Sell	-681	Closed	-$22K	–	3337
2018 Q2	$22K	Buy	681 +14	+2%	+$444	﹤0.01%	2772
2018 Q1	$21K	Buy	+667	New	+$21.3K	﹤0.01%	2637

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

SEI Investments's SPYM Position: Q1 2026 in Review

SEI Investments increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 48% in Q1 2026, buying an estimated $980K and bringing the position to 37,924 shares worth $2.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1825.

SEI Investments first reported a position in SPYM in Q1 2018 and has held it in 20 quarters since. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

SEI Investments held 37,924 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.9M as of Q1 2026.
SEI Investments bought 12,256 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $980K.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of SEI Investments's portfolio in Q1 2026, its #1825 holding.
SEI Investments first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2018 and has held it in 20 quarters since.
1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on SEI Investments's 13F filing for Q1 2026, filed 13 May 2026.