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

Signal Tree 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	$741K	Sell	9,686 -908	-9%	-$72.6K	0.56%	26
2025 Q4	$850K	Sell	10,594 -25	-0.2%	-$1.99K	0.65%	27
2025 Q3	$835K	Sell	10,619 -35	-0.3%	-$2.64K	0.66%	26
2025 Q2	$774K	Buy	10,654 +381	+4%	+$25.6K	0.67%	26
2025 Q1	$676K	Buy	10,273 +745	+8%	+$51.5K	0.68%	22
2024 Q4	$657K	Buy	+9,528	New	+$660K	0.77%	21

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

Signal Tree Financial Partners's SPYM Position: Q1 2026 in Review

Signal Tree Financial Partners reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 8.6% in Q1 2026, selling an estimated $72.6K and leaving 9,686 shares worth $741K. The position accounts for 0.56% of the portfolio, ranked #26.

Signal Tree Financial Partners first reported a position in SPYM in Q4 2024 and has held it in 6 quarters since. The position peaked at $850K in Q4 2025. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Signal Tree Financial Partners held 9,686 shares of State Street SPDR Portfolio S&P 500 ETF worth $741K as of Q1 2026.
Signal Tree Financial Partners sold 908 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $72.6K.
State Street SPDR Portfolio S&P 500 ETF made up 0.56% of Signal Tree Financial Partners's portfolio in Q1 2026, its #26 holding.
Signal Tree Financial Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
Signal Tree Financial Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $850K in Q4 2025.
1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Signal Tree Financial Partners's 13F filing for Q1 2026, filed 15 May 2026.