SFP
SPYM

Shepherd Financial Partners’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Shepherd Financial Partners’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 		$6.7M Sell
87,529
-551
-0.6% -$44.1K 0.64% 37
2025
Q4 		$7.07M Buy
88,080
+87
+0.1% +$6.92K 0.65% 37
2025
Q3 		$6.89M Sell
87,993
-6,835
-7% -$516K 0.66% 37
2025
Q2 		$6.89M Buy
94,828
+3,680
+4% +$247K 0.73% 37
2025
Q1 		$5.99M Sell
91,148
-2,175
-2% -$150K 0.7% 35
2024
Q4 		$6.43M Buy
93,323
+4,676
+5% +$324K 0.77% 24
2024
Q3 		$5.98M Sell
88,647
-723
-0.8% -$47K 0.72% 24
2024
Q2 		$5.72M Sell
89,370
-62
-0.1% -$3.82K 0.74% 23
2024
Q1 		$5.5M Buy
89,432
+9,364
+12% +$548K 0.72% 22
2023
Q4 		$4.48M Buy
80,068
+1,470
+2% +$77K 0.64% 22
2023
Q3 		$3.95M Sell
78,598
-355
-0.4% -$18.6K 0.62% 25
2023
Q2 		$4.11M Sell
78,953
-2,419
-3% -$119K 0.64% 27
2023
Q1 		$3.92M Sell
81,372
-339,377
-81% -$15.9M 0.66% 27
2022
Q4 		$18.9M Buy
420,749
+35,111
+9% +$1.59M 3.43% 7
2022
Q3 		$16.2M Buy
385,638
+307,135
+391% +$14.3M 3.16% 6
2022
Q2 		$3.48M Sell
78,503
-89
-0.1% -$4.29K 0.68% 27
2022
Q1 		$4.18M Buy
78,592
+3,813
+5% +$200K 0.75% 20
2021
Q4 		$4.18M Buy
74,779
+83
+0.1% +$4.48K 0.73% 23
2021
Q3 		$3.77M Sell
74,696
-153
-0.2% -$7.94K 0.73% 21
2021
Q2 		$3.77M Sell
74,849
-3,303
-4% -$162K 0.72% 24
2021
Q1 		$3.64M Sell
78,152
-213,290
-73% -$9.67M 0.81% 19
2020
Q4 		$12.8M Sell
291,442
-361,999
-55% -$15.1M 2.92% 6
2020
Q3 		$25.7M Sell
653,441
-56,901
-8% -$2.22M 6.05% 3
2020
Q2 		$25.8M Buy
710,342
+3,767
+0.5% +$130K 6.98% 3
2020
Q1 		$21.4M Sell
706,575
-281,703
-29% -$10.1M 7.4% 3
2019
Q4 		$37.4M Sell
988,278
-232,675
-19% -$8.41M 8.69% 3
2019
Q3 		$42.6M Sell
1,220,953
-757,615
-38% -$26.3M 10.67% 3
2019
Q2 		$68.3M Buy
1,978,568
+62,300
+3% +$2.11M 12.84% 3
2019
Q1 		$63.7M Buy
1,916,268
+4,937
+0.3% +$158K 12.34% 3
2018
Q4 		$55.8M Buy
1,911,331
+155,231
+9% +$4.9M 12.15% 3
2018
Q3 		$56M Sell
1,756,100
-1,536
-0.1% -$51.4K 12.65% 3
2018
Q2 		$56.2M Buy
1,757,636
+33,160
+2% +$1.05M 12.64% 3
2018
Q1 		$53.4M Buy
1,724,476
+53,530
+3% +$1.71M 13.14% 3
2017
Q4 		$52.3M Sell
1,670,946
-79,722
-5% -$2.43M 12.29% 3
2017
Q3 		$52.2M Sell
1,750,668
-23,640
-1% -$684K 12.13% 3
2017
Q2 		$50.5M Buy
1,774,308
+148,644
+9% +$4.18M 12.33% 3
2017
Q1 		$45M Buy
1,625,664
+139,224
+9% +$3.8M 11.66% 3
2016
Q4 		$39.2M Buy
+1,486,440
New +$38.1M 11.12% 3

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Shepherd Financial Partners's SPYM Position: Q1 2026 in Review

Shepherd Financial Partners reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.63% in Q1 2026, selling an estimated $44.1K and leaving 87,529 shares worth $6.7M. The position accounts for 0.64% of the portfolio, ranked #37.

Shepherd Financial Partners first reported a position in SPYM in Q4 2016 and has held it in 38 quarters since. The position peaked at $68.3M in Q2 2019. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Shepherd Financial Partners held 87,529 shares of State Street SPDR Portfolio S&P 500 ETF worth $6.7M as of Q1 2026.
  • Shepherd Financial Partners sold 551 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $44.1K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.64% of Shepherd Financial Partners's portfolio in Q1 2026, its #37 holding.
  • Shepherd Financial Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2016 and has held it in 38 quarters since.
  • Shepherd Financial Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $68.3M in Q2 2019.
  • 1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.