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

Stevens Capital Partners’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	$3.9M	Buy	50,962 +39,497	+345%	+$3.16M	0.94%	27
2025 Q4	$920K	Buy	11,465 +1,277	+13%	+$102K	0.24%	59
2025 Q3	$798K	Sell	10,188 -13	-0.1%	-$981	0.24%	53
2025 Q2	$759K	Sell	10,201 -2,388	-19%	-$161K	0.27%	46
2025 Q1	$828K	Buy	12,589 +965	+8%	+$66.7K	0.39%	36
2024 Q4	$801K	Buy	11,624 +808	+7%	+$56K	0.36%	37
2024 Q3	$730K	Buy	10,816 +1,688	+18%	+$110K	0.35%	38
2024 Q2	$584K	Buy	9,128 +763	+9%	+$47K	0.3%	38
2024 Q1	$515K	Buy	8,365 +311	+4%	+$18.2K	0.31%	37
2023 Q4	$450K	Buy	8,054 +1,632	+25%	+$85.5K	0.31%	37
2023 Q3	$323K	Buy	6,422 +59	+0.9%	+$3.09K	0.26%	41
2023 Q2	$332K	Sell	6,363 -838	-12%	-$41.4K	0.26%	43
2023 Q1	$347K	Sell	7,201 -1,045	-13%	-$49K	0.29%	44
2022 Q4	$371K	Buy	+8,246	New	+$373K	0.33%	42

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

Stevens Capital Partners's SPYM Position: Q1 2026 in Review

Stevens Capital Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 345% in Q1 2026, buying an estimated $3.16M and bringing the position to 50,962 shares worth $3.9M. The position accounts for 0.94% of the portfolio, ranked #27.

Stevens Capital Partners first reported a position in SPYM in Q4 2022 and has held it in 14 quarters since. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Stevens Capital Partners held 50,962 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.9M as of Q1 2026.
Stevens Capital Partners bought 39,497 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $3.16M.
State Street SPDR Portfolio S&P 500 ETF made up 0.94% of Stevens Capital Partners's portfolio in Q1 2026, its #27 holding.
Stevens Capital Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 14 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 Stevens Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.