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

Smartleaf Asset 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	$6.21M	Buy	83,527 +10,628	+15%	+$850K	0.22%	78
2025 Q4	$5.89M	Buy	72,899 +25,680	+54%	+$2.04M	0.22%	79
2025 Q3	$3.69M	Buy	47,219 +3,415	+8%	+$258K	0.23%	87
2025 Q2	$3.17M	Buy	43,804 +18,262	+71%	+$1.23M	0.28%	69
2025 Q1	$1.67M	Buy	25,542 +9,477	+59%	+$655K	0.16%	147
2024 Q4	$1.11M	Buy	16,065 +5,317	+49%	+$369K	0.11%	190
2024 Q3	$722K	Buy	10,748 +4,892	+84%	+$318K	0.09%	245
2024 Q2	$376K	Buy	5,856 +4,191	+252%	+$258K	0.06%	285
2024 Q1	$102K	Buy	1,665 +900	+118%	+$52.7K	0.02%	512
2023 Q4	$42.9K	Buy	+765	New	+$40.1K	0.01%	558

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

Smartleaf Asset Management's SPYM Position: Q1 2026 in Review

Smartleaf Asset Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 15% in Q1 2026, buying an estimated $850K and bringing the position to 83,527 shares worth $6.21M. The position accounts for 0.22% of the portfolio, ranked #78.

Smartleaf Asset Management first reported a position in SPYM in Q4 2023 and has held it in 10 quarters since. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Smartleaf Asset Management held 83,527 shares of State Street SPDR Portfolio S&P 500 ETF worth $6.21M as of Q1 2026.
Smartleaf Asset Management bought 10,628 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $850K.
State Street SPDR Portfolio S&P 500 ETF made up 0.22% of Smartleaf Asset Management's portfolio in Q1 2026, its #78 holding.
Smartleaf Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 10 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 Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.