Shotwell Rutter Baer’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Shotwell Rutter Baer’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	$240K	Sell	3,131 -23	-0.7%	-$1.84K	0.14%	35
2025 Q4	$256K	Sell	3,154 -77	-2%	-$6.12K	0.15%	35
2025 Q3	$256K	Sell	3,231 -491	-13%	-$37K	0.17%	34
2025 Q2	$274K	Sell	3,722 -47	-1%	-$3.16K	0.19%	34
2025 Q1	$224K	Hold	3,769	–	–	0.2%	33
2024 Q4	$257K	Sell	3,769 -15	-0.4%	-$1.04K	0.22%	33
2024 Q3	$255K	Sell	3,784 -399	-10%	-$25.9K	0.21%	33
2024 Q2	$273K	Buy	+4,183	New	+$258K	0.24%	33
2024 Q1	–	Sell	-4,840	Closed	-$271K	–	26
2023 Q4	$271K	Buy	+4,840	New	+$254K	0.26%	32

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

Shotwell Rutter Baer's SPYM Position: Q1 2026 in Review

Shotwell Rutter Baer reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.73% in Q1 2026, selling an estimated $1.84K and leaving 3,131 shares worth $240K. The position accounts for 0.14% of the portfolio, ranked #35.

Shotwell Rutter Baer first reported a position in SPYM in Q4 2023 and has held it in 9 quarters since. The position peaked at $274K in Q2 2025. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Shotwell Rutter Baer held 3,131 shares of State Street SPDR Portfolio S&P 500 ETF worth $240K as of Q1 2026.
Shotwell Rutter Baer sold 23 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $1.84K.
State Street SPDR Portfolio S&P 500 ETF made up 0.14% of Shotwell Rutter Baer's portfolio in Q1 2026, its #35 holding.
Shotwell Rutter Baer first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 9 quarters since.
Shotwell Rutter Baer's State Street SPDR Portfolio S&P 500 ETF position peaked at $274K in Q2 2025.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Shotwell Rutter Baer's 13F filing for Q1 2026, filed 22 Apr 2026.