Shuttleworth & Co’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Shuttleworth & Co’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 Q2	$5.12M	Buy	58,247 +9,091	+18%	+$776K	4.09%	4
2026 Q1	$3.76M	Buy	49,156 +1,479	+3%	+$118K	3.4%	3
2025 Q4	$3.82M	Buy	47,677 +15,312	+47%	+$1.22M	3.5%	2
2025 Q3	$2.54M	Buy	+32,365	New	+$2.44M	2.3%	12

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Shuttleworth & Co's SPYM Position: Q2 2026 in Review

Shuttleworth & Co increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 18% in Q2 2026, buying an estimated $776K and bringing the position to 58,247 shares worth $5.12M. The position accounts for 4.09% of the portfolio, ranked #4.

Shuttleworth & Co first reported a position in SPYM in Q3 2025 and has held it in 4 quarters since. 1,715 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Shuttleworth & Co held 58,247 shares of State Street SPDR Portfolio S&P 500 ETF worth $5.12M as of Q2 2026.
Shuttleworth & Co bought 9,091 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $776K.
State Street SPDR Portfolio S&P 500 ETF made up 4.09% of Shuttleworth & Co's portfolio in Q2 2026, its #4 holding.
Shuttleworth & Co first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
1,715 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Shuttleworth & Co's 13F filing for Q2 2026, filed 5 Aug 2026.