Stillwater Private Wealth’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Stillwater Private Wealth’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	$4.93M	Buy	+64,433	New	+$5.15M	4.17%	6

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

Stillwater Private Wealth's SPYM Position: Q1 2026 in Review

Stillwater Private Wealth opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2026: 64,433 shares worth $4.93M. The stake represents 4.17% of the portfolio and ranks #6 among its holdings.

1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Stillwater Private Wealth held 64,433 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.93M as of Q1 2026.
State Street SPDR Portfolio S&P 500 ETF was a new Stillwater Private Wealth position in Q1 2026.
State Street SPDR Portfolio S&P 500 ETF made up 4.17% of Stillwater Private Wealth's portfolio in Q1 2026, its #6 holding.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Stillwater Private Wealth's 13F filing for Q1 2026, filed 3 Jun 2026.