Stifel Financial’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Stifel Financial’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	$26.2M	Buy	342,787 +13,638	+4%	+$1.09M	0.02%	533
2025 Q4	$26.4M	Buy	329,149 +7,432	+2%	+$591K	0.02%	535
2025 Q3	$25.2M	Buy	321,717 +6,590	+2%	+$497K	0.02%	544
2025 Q2	$22.9M	Buy	315,127 +1,768	+0.6%	+$119K	0.02%	548
2025 Q1	$20.6M	Sell	313,359 -3,210	-1%	-$222K	0.02%	545
2024 Q4	$21.8M	Buy	316,569 +46,784	+17%	+$3.24M	0.02%	545
2024 Q3	$18.2M	Buy	269,785 +7,642	+3%	+$497K	0.02%	611
2024 Q2	$16.8M	Buy	262,143 +14,417	+6%	+$888K	0.02%	603
2024 Q1	$15.2M	Buy	247,726 +36,933	+18%	+$2.16M	0.02%	645
2023 Q4	$11.8M	Buy	210,793 +86,450	+70%	+$4.53M	0.01%	714
2023 Q3	$6.25M	Buy	124,343 +9,166	+8%	+$479K	0.01%	927
2023 Q2	$6M	Buy	115,177 +66,335	+136%	+$3.27M	0.01%	944
2023 Q1	$2.35M	Buy	48,842 +9,425	+24%	+$442K	﹤0.01%	1472
2022 Q4	$1.77M	Buy	39,417 +9,751	+33%	+$441K	﹤0.01%	1605
2022 Q3	$1.25M	Buy	29,666 +325	+1%	+$15.2K	﹤0.01%	1805
2022 Q2	$1.3M	Buy	29,341 +1,133	+4%	+$54.6K	﹤0.01%	1806
2022 Q1	$1.5M	Sell	28,208 -119	-0.4%	-$6.23K	﹤0.01%	1844
2021 Q4	$1.58M	Sell	28,327 -786	-3%	-$42.4K	﹤0.01%	1795
2021 Q3	$1.47M	Buy	29,113 +1,156	+4%	+$60K	﹤0.01%	1789
2021 Q2	$1.41M	Buy	27,957 +199	+0.7%	+$9.77K	﹤0.01%	1849
2021 Q1	$1.29M	Buy	27,758 +621	+2%	+$28.2K	﹤0.01%	1828
2020 Q4	$1.19M	Buy	+27,137	New	+$1.13M	﹤0.01%	1724
2019 Q3	–	Sell	-17,527	Closed	-$605K	–	2970
2019 Q2	$605K	Buy	17,527 +663	+4%	+$22.5K	﹤0.01%	2112
2019 Q1	$559K	Buy	+16,864	New	+$538K	﹤0.01%	2000

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

Stifel Financial's SPYM Position: Q1 2026 in Review

Stifel Financial increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.1% in Q1 2026, buying an estimated $1.09M and bringing the position to 342,787 shares worth $26.2M. The position accounts for 0.02% of the portfolio, ranked #533.

Stifel Financial first reported a position in SPYM in Q1 2019 and has held it in 24 quarters since. The position peaked at $26.4M in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Stifel Financial held 342,787 shares of State Street SPDR Portfolio S&P 500 ETF worth $26.2M as of Q1 2026.
Stifel Financial bought 13,638 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $1.09M.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Stifel Financial's portfolio in Q1 2026, its #533 holding.
Stifel Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2019 and has held it in 24 quarters since.
Stifel Financial's State Street SPDR Portfolio S&P 500 ETF position peaked at $26.4M in Q4 2025.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.