SW
SPYM

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

Simplicity Wealth’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 		$31.7M Buy
414,641
+76,843
+23% +$6.15M 1.8% 8
2025
Q4 		$27.1M Buy
337,798
+28,575
+9% +$2.27M 1.62% 10
2025
Q3 		$24.2M Sell
309,223
-139,303
-31% -$10.5M 1.4% 11
2025
Q2 		$32.6M Buy
448,526
+309,098
+222% +$20.8M 1.36% 12
2025
Q1 		$9.17M Buy
139,428
+27,095
+24% +$1.87M 0.71% 25
2024
Q4 		$7.74M Sell
112,333
-20,414
-15% -$1.41M 1.61% 12
2024
Q3 		$8.96M Sell
132,747
-26,424
-17% -$1.72M 0.83% 19
2024
Q2 		$10.2M Buy
159,171
+13,553
+9% +$834K 0.23% 86
2024
Q1 		$8.96M Buy
145,618
+107,931
+286% +$6.32M 0.21% 93
2023
Q4 		$2.11M Buy
37,687
+22,843
+154% +$1.2M 0.82% 26
2023
Q3 		$746K Buy
14,844
+4,180
+39% +$219K 0.44% 35
2023
Q2 		$556K Buy
10,664
+1,287
+14% +$63.5K 0.35% 45
2023
Q1 		$452K Sell
9,377
-2,031
-18% -$95.3K 0.3% 44
2022
Q4 		$513K Sell
11,408
-15,181
-57% -$686K 0.45% 32
2022
Q3 		$1.12M Buy
26,589
+172
+0.7% +$8.03K 1.5% 24
2022
Q2 		$1.17M Sell
26,417
-17,688
-40% -$852K 1.71% 19
2022
Q1 		$2.34M Sell
44,105
-25,001
-36% -$1.31M 2.28% 16
2021
Q4 		$3.86M Buy
+69,106
New +$3.73M 2.08% 20

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 $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return

Simplicity Wealth's SPYM Position: Q1 2026 in Review

Simplicity Wealth increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 23% in Q1 2026, buying an estimated $6.15M and bringing the position to 414,641 shares worth $31.7M. The position accounts for 1.8% of the portfolio, ranked #8.

Simplicity Wealth first reported a position in SPYM in Q4 2021 and has held it in 18 quarters since. The position peaked at $32.6M in Q2 2025. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Simplicity Wealth held 414,641 shares of State Street SPDR Portfolio S&P 500 ETF worth $31.7M as of Q1 2026.
  • Simplicity Wealth bought 76,843 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $6.15M.
  • State Street SPDR Portfolio S&P 500 ETF made up 1.8% of Simplicity Wealth's portfolio in Q1 2026, its #8 holding.
  • Simplicity Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • Simplicity Wealth's State Street SPDR Portfolio S&P 500 ETF position peaked at $32.6M 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 Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.