Stokes Family Office’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Stokes Family Office’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	$808K	Sell	10,555 -282	-3%	-$22.6K	0.08%	147
2025 Q4	$869K	Buy	10,837 +177	+2%	+$14.1K	0.08%	145
2025 Q3	$835K	Buy	10,660 +2,415	+29%	+$182K	0.08%	135
2025 Q2	$599K	Buy	+8,245	New	+$554K	0.06%	148
2023 Q4	–	Sell	-9,036	Closed	-$454K	–	325
2023 Q3	$454K	Hold	9,036	–	–	0.05%	197
2023 Q2	$471K	Buy	+9,036	New	+$446K	0.05%	185
2022 Q4	–	Sell	-8,237	Closed	-$346K	–	299
2022 Q3	$346K	Buy	8,237 +1,240	+18%	+$57.9K	0.05%	190
2022 Q2	$310K	Buy	+6,997	New	+$337K	0.04%	205

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

Stokes Family Office's SPYM Position: Q1 2026 in Review

Stokes Family Office reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.6% in Q1 2026, selling an estimated $22.6K and leaving 10,555 shares worth $808K. The position accounts for 0.08% of the portfolio, ranked #147.

Stokes Family Office first reported a position in SPYM in Q2 2022 and has held it in 8 quarters since. The position peaked at $869K in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Stokes Family Office held 10,555 shares of State Street SPDR Portfolio S&P 500 ETF worth $808K as of Q1 2026.
Stokes Family Office sold 282 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $22.6K.
State Street SPDR Portfolio S&P 500 ETF made up 0.08% of Stokes Family Office's portfolio in Q1 2026, its #147 holding.
Stokes Family Office first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2022 and has held it in 8 quarters since.
Stokes Family Office's State Street SPDR Portfolio S&P 500 ETF position peaked at $869K 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 Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.