Sutton Place Investors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Sutton Place Investors’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	$8.33M	Buy	108,827 +14,247	+15%	+$1.14M	4.56%	4
2025 Q4	$7.59M	Sell	94,580 -2,676	-3%	-$213K	4.17%	5
2025 Q3	$7.62M	Sell	97,256 -4,076	-4%	-$307K	4.34%	5
2025 Q2	$7.37M	Sell	101,332 -26,975	-21%	-$1.81M	4.43%	5
2025 Q1	$8.44M	Sell	128,307 -7,450	-5%	-$515K	5.67%	2
2024 Q4	$9.36M	Sell	135,757 -1,528	-1%	-$106K	5.42%	2
2024 Q3	$9.27M	Sell	137,285 -5,060	-4%	-$329K	5.66%	2
2024 Q2	$9.11M	Sell	142,345 -5,680	-4%	-$350K	6.06%	2
2024 Q1	$9.11M	Buy	148,025 +4,029	+3%	+$236K	4.51%	2
2023 Q4	$8.05M	Buy	143,996 +8,968	+7%	+$470K	5.83%	1
2023 Q3	$6.79M	Buy	135,028 +39,166	+41%	+$2.05M	8.83%	1
2023 Q2	$5M	Buy	95,862 +762	+0.8%	+$37.6K	6.94%	3
2023 Q1	$4.58M	Sell	95,100 -2,228	-2%	-$105K	6.22%	4
2022 Q4	$4.38M	Sell	97,328 -3,763	-4%	-$170K	6.25%	5
2022 Q3	$4.25M	Sell	101,091 -13,199	-12%	-$616K	6.43%	3
2022 Q2	$5.07M	Sell	114,290 -3,313	-3%	-$160K	7.37%	2
2022 Q1	$5.89M	Buy	117,603 +22,060	+23%	+$1.16M	7.04%	2
2021 Q4	$5.33M	Buy	+95,543	New	+$5.16M	6.13%	2

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

Sutton Place Investors's SPYM Position: Q1 2026 in Review

Sutton Place Investors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 15% in Q1 2026, buying an estimated $1.14M and bringing the position to 108,827 shares worth $8.33M. The position accounts for 4.56% of the portfolio, ranked #4.

Sutton Place Investors first reported a position in SPYM in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.36M in Q4 2024. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Sutton Place Investors held 108,827 shares of State Street SPDR Portfolio S&P 500 ETF worth $8.33M as of Q1 2026.
Sutton Place Investors bought 14,247 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $1.14M.
State Street SPDR Portfolio S&P 500 ETF made up 4.56% of Sutton Place Investors's portfolio in Q1 2026, its #4 holding.
Sutton Place Investors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
Sutton Place Investors's State Street SPDR Portfolio S&P 500 ETF position peaked at $9.36M in Q4 2024.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Sutton Place Investors's 13F filing for Q1 2026, filed 22 Apr 2026.