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

Steele Capital 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 Q3	$27.8M	Sell	309,688 -1,549	-0.5%	-$138K	1.03%	23
2026 Q2	$27.4M	Sell	311,237 -2,284	-0.7%	-$195K	1.01%	22
2026 Q1	$24M	Buy	313,521 +1,962	+0.6%	+$157K	0.99%	23
2025 Q4	$25M	Sell	311,559 -2,472	-0.8%	-$197K	1.07%	21
2025 Q3	$24.6M	Sell	314,031 -12,391	-4%	-$935K	1.09%	22
2025 Q2	$23.7M	Buy	326,422 +8,247	+3%	+$555K	1.14%	22
2025 Q1	$20.9M	Sell	318,175 -2,005	-0.6%	-$139K	1.09%	23
2024 Q4	$22.1M	Sell	320,180 -1,708	-0.5%	-$118K	1.15%	22
2024 Q3	$21.7M	Sell	321,888 -2,599	-0.8%	-$169K	1.14%	21
2024 Q2	$20.8M	Buy	324,487 +4,524	+1%	+$279K	1.16%	21
2024 Q1	$19.7M	Sell	319,963 -20,202	-6%	-$1.18M	1.13%	23
2023 Q4	$19M	Buy	+340,165	New	+$17.8M	1.24%	20

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Steele Capital Management's SPYM Position: Q3 2026 in Review

Steele Capital Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.5% in Q3 2026, selling an estimated $138K and leaving 309,688 shares worth $27.8M. The position accounts for 1.03% of the portfolio, ranked #23.

Steele Capital Management first reported a position in SPYM in Q4 2023 and has held it in 12 quarters since. 1,619 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Steele Capital Management held 309,688 shares of State Street SPDR Portfolio S&P 500 ETF worth $27.8M as of Q3 2026.
Steele Capital Management sold 1,549 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $138K.
State Street SPDR Portfolio S&P 500 ETF made up 1.03% of Steele Capital Management's portfolio in Q3 2026, its #23 holding.
Steele Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
1,619 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Steele Capital Management's 13F filing for Q3 2026, filed 2 Nov 2026.