Smithfield Trust’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Smithfield Trust’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	$70K	Hold	924	–	–	﹤0.01%	543
2025 Q4	$74K	Hold	924	–	–	﹤0.01%	527
2025 Q3	$72K	Hold	924	–	–	﹤0.01%	520
2025 Q2	$68K	Hold	924	–	–	﹤0.01%	514
2025 Q1	$60K	Hold	924	–	–	﹤0.01%	523
2024 Q4	$64K	Sell	924 -1	-0.1%	-$69	﹤0.01%	520
2024 Q3	$62K	Hold	925	–	–	﹤0.01%	527
2024 Q2	$59K	Hold	925	–	–	﹤0.01%	518
2024 Q1	$57K	Hold	925	–	–	﹤0.01%	542
2023 Q4	$52K	Hold	925	–	–	﹤0.01%	548
2023 Q3	$46K	Hold	925	–	–	﹤0.01%	545
2023 Q2	$48K	Hold	925	–	–	﹤0.01%	561
2023 Q1	$45K	Hold	925	–	–	﹤0.01%	541
2022 Q4	$42K	Hold	925	–	–	﹤0.01%	542
2022 Q3	$39K	Hold	925	–	–	﹤0.01%	548
2022 Q2	$41K	Hold	925	–	–	﹤0.01%	567
2022 Q1	$49K	Buy	+925	New	+$48.4K	﹤0.01%	562

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

Smithfield Trust's SPYM Position: Q1 2026 in Review

Smithfield Trust held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q1 2026 at 924 shares worth $70K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Smithfield Trust first reported a position in SPYM in Q1 2022 and has held it in 17 quarters since. The position peaked at $74K in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Smithfield Trust held 924 shares of State Street SPDR Portfolio S&P 500 ETF worth $70K as of Q1 2026.
Smithfield Trust left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Smithfield Trust's portfolio in Q1 2026, its #543 holding.
Smithfield Trust first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and has held it in 17 quarters since.
Smithfield Trust's State Street SPDR Portfolio S&P 500 ETF position peaked at $74K in Q4 2025.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Smithfield Trust's 13F filing for Q1 2026, filed 8 May 2026.