Smith, Moore & Co’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.46M | Buy |
19,132
+79
| +0.4% | +$6.32K | 0.11% | 161 |
|
|
2025
Q4 | $1.53M | Buy |
19,053
+4
| +0% | +$318 | 0.12% | 149 |
|
|
2025
Q3 | $1.49M | Sell |
19,049
-374
| -2% | -$28.2K | 0.11% | 153 |
|
|
2025
Q2 | $1.41M | Sell |
19,423
-138
| -0.7% | -$9.28K | 0.12% | 156 |
|
|
2025
Q1 | $1.29M | Buy |
19,561
+5
| +0% | +$346 | 0.12% | 165 |
|
|
2024
Q4 | $1.35M | Buy |
19,556
+6
| +0% | +$416 | 0.12% | 149 |
|
|
2024
Q3 | $1.32M | Buy |
19,550
+5
| +0% | +$325 | 0.13% | 148 |
|
|
2024
Q2 | $1.25M | Buy |
19,545
+1,550
| +9% | +$95.4K | 0.13% | 144 |
|
|
2024
Q1 | $1.11M | Sell |
17,995
-39
| -0.2% | -$2.28K | 0.12% | 161 |
|
|
2023
Q4 | $1.01M | Buy |
18,034
+143
| +0.8% | +$7.49K | 0.12% | 161 |
|
|
2023
Q3 | $899K | Sell |
17,891
-1,281
| -7% | -$67K | 0.12% | 156 |
|
|
2023
Q2 | $999K | Sell |
19,172
-684
| -3% | -$33.8K | 0.13% | 147 |
|
|
2023
Q1 | $956K | Buy |
19,856
+1,276
| +7% | +$59.9K | 0.13% | 149 |
|
|
2022
Q4 | $836K | Hold |
18,580
| – | – | 0.12% | 170 |
|
|
2022
Q3 | $780K | Sell |
18,580
-2,275
| -11% | -$106K | 0.12% | 157 |
|
|
2022
Q2 | $925K | Hold |
20,855
| – | – | 0.14% | 146 |
|
|
2022
Q1 | $1.11M | Hold |
20,855
| – | – | 0.15% | 131 |
|
|
2021
Q4 | $1.16M | Buy |
20,855
+75
| +0.4% | +$4.05K | 0.16% | 123 |
|
|
2021
Q3 | $1.05M | Hold |
20,780
| – | – | 0.16% | 129 |
|
|
2021
Q2 | $1.05M | Hold |
20,780
| – | – | 0.16% | 135 |
|
|
2021
Q1 | $969K | Hold |
20,780
| – | – | 0.16% | 136 |
|
|
2020
Q4 | $913K | Buy |
20,780
+59
| +0.3% | +$2.46K | 0.17% | 117 |
|
|
2020
Q3 | $815K | Hold |
20,721
| – | – | 0.17% | 115 |
|
|
2020
Q2 | $751K | Sell |
20,721
-1,035
| -5% | -$35.6K | 0.17% | 112 |
|
|
2020
Q1 | $658K | Sell |
21,756
-378
| -2% | -$13.6K | 0.17% | 116 |
|
|
2019
Q4 | $837K | Hold |
22,134
| – | – | 0.17% | 108 |
|
|
2019
Q3 | $771K | Hold |
22,134
| – | – | 0.17% | 115 |
|
|
2019
Q2 | $765K | Sell |
22,134
-315
| -1% | -$10.7K | 0.17% | 121 |
|
|
2019
Q1 | $746K | Buy |
22,449
+402
| +2% | +$12.8K | 0.18% | 120 |
|
|
2018
Q4 | $644K | Buy |
22,047
+15,528
| +238% | +$490K | 0.17% | 125 |
|
|
2018
Q3 | $222K | Sell |
6,519
-152
| -2% | -$5.08K | 0.05% | 309 |
|
|
2018
Q2 | $213K | Sell |
6,671
-193
| -3% | -$6.12K | 0.05% | 305 |
|
|
2018
Q1 | $212K | Hold |
6,864
| – | – | 0.06% | 289 |
|
|
2017
Q4 | $215K | Hold |
6,864
| – | – | 0.06% | 267 |
|
|
2017
Q3 | $202K | Buy |
+6,864
| New | +$199K | 0.06% | 287 |
|
|
2015
Q1 | – | Sell |
-8,516
| Closed | -$206K | – | 175 |
|
|
2014
Q4 | $206K | Buy |
+8,516
| New | +$201K | 0.11% | 157 |
|
Other funds holding SPYM
UIM
Smith, Moore & Co's SPYM Position: Q1 2026 in Review
Smith, Moore & Co increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.41% in Q1 2026, buying an estimated $6.32K and bringing the position to 19,132 shares worth $1.46M. The position accounts for 0.11% of the portfolio, ranked #161.
Smith, Moore & Co first reported a position in SPYM in Q4 2014 and has held it in 36 quarters since. The position peaked at $1.53M in Q4 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.
- Smith, Moore & Co held 19,132 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.46M as of Q1 2026.
- Smith, Moore & Co bought 79 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $6.32K.
- State Street SPDR Portfolio S&P 500 ETF made up 0.11% of Smith, Moore & Co's portfolio in Q1 2026, its #161 holding.
- Smith, Moore & Co first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2014 and has held it in 36 quarters since.
- Smith, Moore & Co's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.53M in Q4 2025.
- 1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.
Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.