Steward Partners Investment Advisory’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Steward Partners Investment Advisory’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	$6.42M	Sell	83,832 -13,838	-14%	-$1.11M	0.03%	433
2025 Q4	$7.84M	Buy	97,670 +6,900	+8%	+$549K	0.04%	359
2025 Q3	$7.11M	Sell	90,770 -33,794	-27%	-$2.55M	0.04%	379
2025 Q2	$9.05M	Buy	124,564 +4,088	+3%	+$275K	0.07%	273
2025 Q1	$7.92M	Buy	120,476 +22,717	+23%	+$1.57M	0.07%	291
2024 Q4	$6.74M	Buy	97,759 +68,880	+239%	+$4.77M	0.06%	308
2024 Q3	$1.95M	Buy	28,879 +1,066	+4%	+$69.3K	0.02%	636
2024 Q2	$1.78M	Buy	27,813 +20,179	+264%	+$1.24M	0.02%	624
2024 Q1	$470K	Sell	7,634 -37,327	-83%	-$2.19M	0.01%	1078
2023 Q4	$2.51M	Buy	44,961 +37,910	+538%	+$1.99M	0.03%	445
2023 Q3	$354K	Buy	7,051 +483	+7%	+$25.3K	0.01%	1058
2023 Q2	$342K	Sell	6,568 -177	-3%	-$8.73K	0.01%	1072
2023 Q1	$325K	Sell	6,745 -81,630	-92%	-$3.83M	0.01%	1081
2022 Q4	$3.98M	Sell	88,375 -31,879	-27%	-$1.44M	0.07%	292
2022 Q3	$5.05M	Buy	120,254 +3,847	+3%	+$180K	0.09%	233
2022 Q2	$5.16M	Buy	116,407 +18,818	+19%	+$907K	0.09%	237
2022 Q1	$5.18M	Buy	97,589 +91,208	+1,429%	+$4.78M	0.08%	254
2021 Q4	$356K	Buy	6,381 +962	+18%	+$51.9K	0.01%	1075
2021 Q3	$273K	Buy	5,419 +1	+0%	+$52	﹤0.01%	1138
2021 Q2	$273K	Sell	5,418 -544	-9%	-$26.7K	﹤0.01%	1270
2021 Q1	$278K	Buy	5,962 +918	+18%	+$41.6K	﹤0.01%	1131
2020 Q4	$222K	Sell	5,044 -97	-2%	-$4.04K	﹤0.01%	1029
2020 Q3	$202K	Hold	5,141	–	–	0.01%	938
2020 Q2	$186K	Buy	5,141 +2,925	+132%	+$101K	0.01%	904
2020 Q1	$67K	Hold	2,216	–	–	﹤0.01%	1159
2019 Q4	$83K	Sell	2,216 -940	-30%	-$34K	﹤0.01%	1194
2019 Q3	$109K	Hold	3,156	–	–	﹤0.01%	1057
2019 Q2	$109K	Buy	+3,156	New	+$107K	﹤0.01%	1023
2019 Q1	–	Sell	-13,491	Closed	-$394K	–	833
2018 Q4	$394K	Buy	13,491 +10,335	+327%	+$326K	0.02%	544
2018 Q3	$108K	Hold	3,156	–	–	0.01%	906
2018 Q2	$101K	Hold	3,156	–	–	0.01%	846
2018 Q1	$97K	Hold	3,156	–	–	0.01%	785
2017 Q4	$98K	Buy	+3,156	New	+$96.3K	0.01%	645

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

Steward Partners Investment Advisory's SPYM Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 14% in Q1 2026, selling an estimated $1.11M and leaving 83,832 shares worth $6.42M. The position accounts for 0.03% of the portfolio, ranked #433.

Steward Partners Investment Advisory first reported a position in SPYM in Q4 2017 and has held it in 33 quarters since. The position peaked at $9.05M in Q2 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Steward Partners Investment Advisory held 83,832 shares of State Street SPDR Portfolio S&P 500 ETF worth $6.42M as of Q1 2026.
Steward Partners Investment Advisory sold 13,838 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $1.11M.
State Street SPDR Portfolio S&P 500 ETF made up 0.03% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #433 holding.
Steward Partners Investment Advisory first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2017 and has held it in 33 quarters since.
Steward Partners Investment Advisory's State Street SPDR Portfolio S&P 500 ETF position peaked at $9.05M in Q2 2025.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.