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 Q3	$4.3M	Buy	47,931 +1,912	+4%	+$171K	0.75%	34
2026 Q2	$4.04M	Sell	46,019 -4,943	-10%	-$422K	0.77%	30
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

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

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

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Stevens Capital Partners's SPYM Position: Q3 2026 in Review

Stevens Capital Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.2% in Q3 2026, buying an estimated $171K and bringing the position to 47,931 shares worth $4.3M. The position accounts for 0.75% of the portfolio, ranked #34.

Stevens Capital Partners first reported a position in SPYM in Q4 2022 and has held it in 16 quarters since. 1,453 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Stevens Capital Partners held 47,931 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.3M as of Q3 2026.
Stevens Capital Partners bought 1,912 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $171K.
State Street SPDR Portfolio S&P 500 ETF made up 0.75% of Stevens Capital Partners's portfolio in Q3 2026, its #34 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 16 quarters since.
1,453 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Stevens Capital Partners's 13F filing for Q3 2026, filed 29 Oct 2026.