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

Strategic Financial Services’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	–	Sell	-2,485	Closed	-$202K	–	161
2025 Q4	$202K	Sell	2,485 -111	-4%	-$8.83K	0.01%	144
2025 Q3	$203K	Buy	+2,596	New	+$196K	0.01%	140
2022 Q1	–	Sell	-3,665	Closed	-$205K	–	142
2021 Q4	$205K	Buy	+3,665	New	+$198K	0.02%	131

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

Strategic Financial Services's SPYM Position: Q1 2026 in Review

Strategic Financial Services sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2026, closing a stake of 2,485 shares — an estimated $202K sold.

Strategic Financial Services first reported a position in SPYM in Q4 2021 and held it in 3 quarters. The position peaked at $205K in Q4 2021. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Strategic Financial Services reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
Strategic Financial Services sold 2,485 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $202K.
Strategic Financial Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and held it in 3 quarters.
Strategic Financial Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $205K in Q4 2021.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Strategic Financial Services's 13F filing for Q1 2026, filed 8 May 2026.