SWP
SPYM

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

Strategic Wealth Partners’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 		$2.37M Sell
30,919
-1,251
-4% -$100K 0.16% 98
2025
Q4 		$2.58M Sell
32,170
-15,435
-32% -$1.23M 0.18% 96
2025
Q3 		$3.73M Buy
47,605
+41,599
+693% +$3.14M 0.28% 80
2025
Q2 		$437K Buy
+6,006
New +$404K 0.03% 225
2024
Q4 		$534K Buy
7,448
+2,099
+39% +$145K 0.04% 203
2024
Q3 		$361K Sell
5,349
-1,358
-20% -$88.3K 0.03% 233
2024
Q2 		$429K Buy
6,707
+983
+17% +$60.5K 0.04% 212
2024
Q1 		$352K Sell
5,724
-373
-6% -$21.8K 0.04% 218
2023
Q4 		$341K Buy
6,097
+11
+0.2% +$576 0.04% 219
2023
Q3 		$306K Sell
6,086
-1,300
-18% -$68K 0.04% 240
2023
Q2 		$385K Buy
7,386
+1,080
+17% +$53.3K 0.05% 224
2023
Q1 		$304K Sell
6,306
-2,326
-27% -$109K 0.05% 212
2022
Q4 		$388K Sell
8,632
-32,283
-79% -$1.46M 0.07% 192
2022
Q3 		$1.72M Sell
40,915
-10,366
-20% -$484K 0.36% 94
2022
Q2 		$2.27M Sell
51,281
-7,072
-12% -$341K 0.49% 69
2022
Q1 		$3.1M Sell
58,353
-4,804
-8% -$252K 0.61% 46
2021
Q4 		$3.53M Buy
63,157
+14,088
+29% +$761K 0.67% 45
2021
Q3 		$2.48M Sell
49,069
-6,890
-12% -$357K 0.73% 33
2021
Q2 		$2.82M Buy
55,959
+465
+0.8% +$22.8K 0.92% 24
2021
Q1 		$2.59M Buy
55,494
+957
+2% +$43.4K 1.03% 23
2020
Q4 		$2.4M Buy
54,537
+1,885
+4% +$78.6K 1.01% 22
2020
Q3 		$2.07M Sell
52,652
-24,595
-32% -$958K 1.05% 17
2020
Q2 		$2.8M Sell
77,247
-141,852
-65% -$4.88M 1.45% 13
2020
Q1 		$8.29M Hold
219,099
– – 4.32% 3
2019
Q4 		$8.29M Buy
219,099
+16,894
+8% +$611K 4.31% 3
2019
Q3 		$6.96K Buy
202,205
+27,147
+16% +$944K 0.04% 160
2019
Q2 		$6.05M Sell
175,058
-8,551
-5% -$290K 2.92% 4
2019
Q1 		$6.17M Buy
183,609
+53,422
+41% +$1.71M 2.83% 2
2018
Q4 		$4.28M Buy
130,187
+31,755
+32% +$1M 2.16% 8
2018
Q3 		$3.35M Buy
98,432
+11,987
+14% +$401K 1.79% 12
2018
Q2 		$2.76M Buy
86,445
+14,480
+20% +$459K 1.6% 8
2018
Q1 		$2.23M Buy
71,965
+70,898
+6,645% +$2.27M 1.15% 19
2017
Q4 		$33K Buy
+1,067
New +$32.6K 0.02% 262

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 Wealth Partners's SPYM Position: Q1 2026 in Review

Strategic Wealth Partners reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.9% in Q1 2026, selling an estimated $100K and leaving 30,919 shares worth $2.37M. The position accounts for 0.16% of the portfolio, ranked #98.

Strategic Wealth Partners first reported a position in SPYM in Q4 2017 and has held it in 33 quarters since. The position peaked at $8.29M in Q1 2020. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Strategic Wealth Partners held 30,919 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.37M as of Q1 2026.
  • Strategic Wealth Partners sold 1,251 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $100K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.16% of Strategic Wealth Partners's portfolio in Q1 2026, its #98 holding.
  • Strategic Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2017 and has held it in 33 quarters since.
  • Strategic Wealth Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $8.29M in Q1 2020.
  • 1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.