Spirepoint Private Client’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Spirepoint Private Client’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	$1.85M	Buy	24,112 +727	+3%	+$58.1K	0.18%	85
2025 Q4	$1.88M	Buy	23,385 +1,096	+5%	+$87.2K	0.18%	80
2025 Q3	$1.75M	Buy	22,289 +144	+0.7%	+$10.9K	0.18%	81
2025 Q2	$1.61M	Buy	22,145 +276	+1%	+$18.6K	0.18%	82
2025 Q1	$1.44M	Sell	21,869 -1,596	-7%	-$110K	0.19%	73
2024 Q4	$1.62M	Buy	23,465 +955	+4%	+$66.2K	0.2%	71
2024 Q3	$1.52M	Buy	22,510 +18	+0.1%	+$1.17K	0.2%	75
2024 Q2	$1.44M	Buy	22,492 +359	+2%	+$22.1K	0.2%	74
2024 Q1	$1.36M	Buy	+22,133	New	+$1.3M	0.21%	73

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

Spirepoint Private Client's SPYM Position: Q1 2026 in Review

Spirepoint Private Client increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.1% in Q1 2026, buying an estimated $58.1K and bringing the position to 24,112 shares worth $1.85M. The position accounts for 0.18% of the portfolio, ranked #85.

Spirepoint Private Client first reported a position in SPYM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.88M in Q4 2025. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Spirepoint Private Client held 24,112 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.85M as of Q1 2026.
Spirepoint Private Client bought 727 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $58.1K.
State Street SPDR Portfolio S&P 500 ETF made up 0.18% of Spirepoint Private Client's portfolio in Q1 2026, its #85 holding.
Spirepoint Private Client first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
Spirepoint Private Client's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.88M in Q4 2025.
1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Spirepoint Private Client's 13F filing for Q1 2026, filed 22 Apr 2026.