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

SMART 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	$2.4M	Buy	31,394 +2,208	+8%	+$177K	0.7%	44
2025 Q4	$2.34M	Buy	29,186 +517	+2%	+$41.1K	0.71%	49
2025 Q3	$2.25M	Buy	28,669 +1,863	+7%	+$141K	0.85%	43
2025 Q2	$1.95M	Buy	26,806 +755	+3%	+$50.8K	0.61%	55
2025 Q1	$1.71M	Buy	26,051 +1,230	+5%	+$85.1K	0.61%	49
2024 Q4	$1.71M	Buy	24,821 +1,407	+6%	+$97.5K	0.61%	54
2024 Q3	$1.58M	Buy	23,414 +19,727	+535%	+$1.28M	0.62%	40
2024 Q2	$236K	Sell	3,687 -464	-11%	-$28.6K	0.1%	108
2024 Q1	$255K	Sell	4,151 -696	-14%	-$40.8K	0.12%	93
2023 Q4	$271K	Buy	+4,847	New	+$254K	0.15%	69
2023 Q1	–	Sell	-4,553	Closed	-$205K	–	82
2022 Q4	$205K	Buy	+4,553	New	+$206K	0.15%	83

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

SMART Wealth's SPYM Position: Q1 2026 in Review

SMART Wealth increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 7.6% in Q1 2026, buying an estimated $177K and bringing the position to 31,394 shares worth $2.4M. The position accounts for 0.7% of the portfolio, ranked #44.

SMART Wealth first reported a position in SPYM in Q4 2022 and has held it in 11 quarters since. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

SMART Wealth held 31,394 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.4M as of Q1 2026.
SMART Wealth bought 2,208 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $177K.
State Street SPDR Portfolio S&P 500 ETF made up 0.7% of SMART Wealth's portfolio in Q1 2026, its #44 holding.
SMART Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 11 quarters since.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.