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

Stratos Investment Management’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	$3.66M	Buy	47,854 +12,671	+36%	+$1.01M	0.15%	103
2025 Q4	$2.82M	Sell	35,183 -703	-2%	-$55.9K	0.11%	110
2025 Q3	$2.81M	Buy	35,886 +42	+0.1%	+$3.17K	0.12%	108
2025 Q2	$2.61M	Sell	35,844 -4,074	-10%	-$274K	0.12%	118
2025 Q1	$2.63M	Buy	39,918 +2,634	+7%	+$182K	0.14%	106
2024 Q4	$2.57M	Buy	37,284 +30,988	+492%	+$2.15M	0.15%	90
2024 Q3	$425K	Buy	+6,296	New	+$409K	0.03%	172
2021 Q4	–	Sell	-9,183	Closed	-$463K	–	229
2021 Q3	$463K	Buy	+9,183	New	+$476K	0.08%	151

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 $424B AUM 22.94% 1-Year Est. Return

Stratos Investment Management's SPYM Position: Q1 2026 in Review

Stratos Investment Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 36% in Q1 2026, buying an estimated $1.01M and bringing the position to 47,854 shares worth $3.66M. The position accounts for 0.15% of the portfolio, ranked #103.

Stratos Investment Management first reported a position in SPYM in Q3 2021 and has held it in 8 quarters since. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Stratos Investment Management held 47,854 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.66M as of Q1 2026.
Stratos Investment Management bought 12,671 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $1.01M.
State Street SPDR Portfolio S&P 500 ETF made up 0.15% of Stratos Investment Management's portfolio in Q1 2026, its #103 holding.
Stratos Investment Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2021 and has held it in 8 quarters since.
1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.