SIA
SPYM

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

Strategic Investment Advisors’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 		$774K Buy
10,117
+1,015
+11% +$81.2K 0.05% 173
2025
Q4 		$730K Sell
9,102
-102,208
-92% -$8.13M 0.06% 124
2025
Q3 		$616K Buy
111,310
+105,843
+1,936% +$7.98M 0.06% 143
2025
Q2 		$397K Buy
5,467
+869
+19% +$58.4K 0.04% 183
2025
Q1 		$302K Sell
4,598
-10,099
-69% -$698K 0.03% 205
2024
Q4 		$1.01M Sell
14,697
-845
-5% -$58.6K 0.11% 110
2024
Q3 		$1.05M Buy
15,542
+4,193
+37% +$273K 0.11% 110
2024
Q2 		$726K Sell
11,349
-6,872
-38% -$423K 0.09% 138
2024
Q1 		$1.12M Sell
18,221
-4,449
-20% -$261K 0.14% 98
2023
Q4 		$1.27M Sell
22,670
-656
-3% -$34.4K 0.18% 77
2023
Q3 		$1.17M Sell
23,326
-1,633
-7% -$85.4K 0.19% 80
2023
Q2 		$1.3M Buy
24,959
+7,528
+43% +$372K 0.18% 57
2023
Q1 		$839K Buy
17,431
+4,318
+33% +$203K 0.15% 101
2022
Q4 		$590K Buy
+13,113
New +$593K 0.12% 141
2022
Q3 		– Sell
-11,012
Closed -$488K – 204
2022
Q2 		$488K Sell
11,012
-11,832
-52% -$570K 0.1% 151
2022
Q1 		$1.21M Buy
22,844
+1,996
+10% +$105K 0.23% 76
2021
Q4 		$1.16M Sell
20,848
-20,876
-50% -$1.13M 0.23% 81
2021
Q3 		$2.1M Sell
41,724
-4,141
-9% -$215K 0.46% 42
2021
Q2 		$2.31M Sell
45,865
-3,663
-7% -$180K 0.53% 37
2021
Q1 		$2.31M Buy
49,528
+3,016
+6% +$137K 0.6% 38
2020
Q4 		$2.04M Sell
46,512
-122,042
-72% -$5.09M 0.59% 41
2020
Q3 		$6.63M Buy
168,554
+129,073
+327% +$5.03M 2.24% 9
2020
Q2 		$1.43M Buy
+39,481
New +$1.36M 0.54% 48

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

Strategic Investment Advisors's SPYM Position: Q1 2026 in Review

Strategic Investment Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 11% in Q1 2026, buying an estimated $81.2K and bringing the position to 10,117 shares worth $774K. The position accounts for 0.05% of the portfolio, ranked #173.

Strategic Investment Advisors first reported a position in SPYM in Q2 2020 and has held it in 23 quarters since. The position peaked at $6.63M in Q3 2020. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Strategic Investment Advisors held 10,117 shares of State Street SPDR Portfolio S&P 500 ETF worth $774K as of Q1 2026.
  • Strategic Investment Advisors bought 1,015 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $81.2K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.05% of Strategic Investment Advisors's portfolio in Q1 2026, its #173 holding.
  • Strategic Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2020 and has held it in 23 quarters since.
  • Strategic Investment Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $6.63M in Q3 2020.
  • 1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.