Strategy Asset Managers’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Strategy Asset Managers’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	-2,528	Closed	-$203K	–	283
2025 Q4	$203K	Buy	+2,528	New	+$201K	0.03%	248
2024 Q4	–	Sell	-12,604	Closed	-$851K	–	255
2024 Q3	$851K	Buy	+12,604	New	+$820K	0.16%	100

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

Strategy Asset Managers's SPYM Position: Q1 2026 in Review

Strategy Asset Managers sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2026, closing a stake of 2,528 shares — an estimated $203K sold.

Strategy Asset Managers first reported a position in SPYM in Q3 2024 and held it in 2 quarters. The position peaked at $851K in Q3 2024. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Strategy Asset Managers reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
Strategy Asset Managers sold 2,528 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $203K.
Strategy Asset Managers first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and held it in 2 quarters.
Strategy Asset Managers's State Street SPDR Portfolio S&P 500 ETF position peaked at $851K in Q3 2024.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Strategy Asset Managers's 13F filing for Q1 2026, filed 12 May 2026.