SWM
SPYM

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

SHP 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 		$282K Buy
3,686
+170
+5% +$13.6K 0.02% 209
2025
Q4 		$282K Buy
+3,516
New +$280K 0.02% 208

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 $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return

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

SHP Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.8% in Q1 2026, buying an estimated $13.6K and bringing the position to 3,686 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #209.

SHP Wealth Management first reported a position in SPYM in Q4 2025 and has held it in 2 quarters since. The position peaked at $282K in Q4 2025. 1,599 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • SHP Wealth Management held 3,686 shares of State Street SPDR Portfolio S&P 500 ETF worth $282K as of Q1 2026.
  • SHP Wealth Management bought 170 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $13.6K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #209 holding.
  • SHP Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $282K in Q4 2025.
  • 1,599 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.