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

Silverlake 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	$2.04M	Sell	26,601 -3,432	-11%	-$275K	0.42%	71
2025 Q4	$2.41M	Buy	30,033 +39	+0.1%	+$3.1K	0.54%	42
2025 Q3	$2.35M	Buy	29,994 +8,526	+40%	+$643K	0.57%	42
2025 Q2	$1.56M	Buy	21,468 +17,934	+507%	+$1.21M	0.45%	73
2025 Q1	$232K	Buy	3,534 +216	+7%	+$14.9K	0.09%	228
2024 Q4	$229K	Sell	3,318 -843	-20%	-$58.4K	0.09%	238
2024 Q3	$281K	Sell	4,161 -421	-9%	-$27.4K	0.11%	212
2024 Q2	$293K	Sell	4,582 -919	-17%	-$56.6K	0.12%	194
2024 Q1	$338K	Buy	5,501 +19	+0.3%	+$1.11K	0.17%	154
2023 Q4	$306K	Buy	5,482 +818	+18%	+$42.9K	0.17%	156
2023 Q3	$234K	Buy	+4,664	New	+$244K	0.13%	191

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

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

Silverlake Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 11% in Q1 2026, selling an estimated $275K and leaving 26,601 shares worth $2.04M. The position accounts for 0.42% of the portfolio, ranked #71.

Silverlake Wealth Management first reported a position in SPYM in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.41M in Q4 2025. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Silverlake Wealth Management held 26,601 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.04M as of Q1 2026.
Silverlake Wealth Management sold 3,432 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $275K.
State Street SPDR Portfolio S&P 500 ETF made up 0.42% of Silverlake Wealth Management's portfolio in Q1 2026, its #71 holding.
Silverlake Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2023 and has held it in 11 quarters since.
Silverlake Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.41M 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 Silverlake Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.