SWTS
SPYM

Stonehaven Wealth & Tax Solutions’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$10.5M Buy
137,753
+2,133
+2% +$171K 9.33% 2
2025
Q4 		$10.9M Sell
135,620
-2,166
-2% -$172K 9.78% 2
2025
Q3 		$10.8M Sell
137,786
-3,404
-2% -$257K 9.98% 1
2025
Q2 		$10.3M Buy
141,190
+2,765
+2% +$186K 10.02% 2
2025
Q1 		$9.1M Buy
138,425
+3,683
+3% +$255K 9.62% 2
2024
Q4 		$9.29M Buy
+134,742
New +$9.34M 10.11% 1

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's SPYM Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.6% in Q1 2026, buying an estimated $171K and bringing the position to 137,753 shares worth $10.5M. The position accounts for 9.33% of the portfolio, ranked #2.

Stonehaven Wealth & Tax Solutions first reported a position in SPYM in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.9M in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Stonehaven Wealth & Tax Solutions held 137,753 shares of State Street SPDR Portfolio S&P 500 ETF worth $10.5M as of Q1 2026.
  • Stonehaven Wealth & Tax Solutions bought 2,133 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $171K.
  • State Street SPDR Portfolio S&P 500 ETF made up 9.33% of Stonehaven Wealth & Tax Solutions's portfolio in Q1 2026, its #2 holding.
  • Stonehaven Wealth & Tax Solutions first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • Stonehaven Wealth & Tax Solutions's State Street SPDR Portfolio S&P 500 ETF position peaked at $10.9M 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 Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.