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

Stonebridge Financial Group’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 		$1.66M Sell
18,558
-644
-3% -$57.6K 0.2% 75
2026
Q2 		$1.69M Buy
+19,202
New +$1.64M 0.23% 81

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JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
USS Investment Management
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kedalion Capital Management
Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Stonebridge Financial Group's SPYM Position: Q3 2026 in Review

Stonebridge Financial Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.4% in Q3 2026, selling an estimated $57.6K and leaving 18,558 shares worth $1.66M. The position accounts for 0.2% of the portfolio, ranked #75.

Stonebridge Financial Group first reported a position in SPYM in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.69M in Q2 2026. 1,619 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Stonebridge Financial Group held 18,558 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.66M as of Q3 2026.
  • Stonebridge Financial Group sold 644 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $57.6K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.2% of Stonebridge Financial Group's portfolio in Q3 2026, its #75 holding.
  • Stonebridge Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2026 and has held it in 2 quarters since.
  • Stonebridge Financial Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.69M in Q2 2026.
  • 1,619 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Stonebridge Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.