TD Private Client Wealth’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

TD Private Client Wealth’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	$399M	Buy	5,218,730 +301,289	+6%	+$24.1M	8.28%	1
2025 Q4	$394M	Buy	4,917,441 +362,532	+8%	+$28.8M	8.4%	1
2025 Q3	$357M	Buy	4,554,909 +242,658	+6%	+$18.3M	8.04%	1
2025 Q2	$313M	Buy	4,312,251 +288,934	+7%	+$19.4M	7.7%	1
2025 Q1	$265M	Buy	4,023,317 +409,405	+11%	+$28.3M	7.29%	1
2024 Q4	$249M	Buy	3,613,912 +408,543	+13%	+$28.3M	6.97%	1
2024 Q3	$216M	Buy	3,205,369 +376,674	+13%	+$24.5M	6.22%	1
2024 Q2	$181M	Buy	2,828,695 +360,210	+15%	+$22.2M	5.7%	2
2024 Q1	$152M	Buy	2,468,485 +252,588	+11%	+$14.8M	4.98%	2
2023 Q4	$124M	Buy	2,215,897 +2,194,207	+10,116%	+$115M	4.48%	2
2023 Q3	$1.09M	Buy	21,690 +1,855	+9%	+$97K	0.05%	307
2023 Q2	$1.03M	Buy	19,835 +13,926	+236%	+$687K	0.04%	328
2023 Q1	$285K	Hold	5,909	–	–	0.01%	498
2022 Q4	$266K	Hold	5,909	–	–	0.01%	507
2022 Q3	$248K	Buy	5,909 +324	+6%	+$15.1K	0.01%	501
2022 Q2	$248K	Buy	5,585 +4,641	+492%	+$224K	0.01%	503
2022 Q1	$50.2K	Buy	+944	New	+$49.4K	﹤0.01%	767

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

TD Private Client Wealth's SPYM Position: Q1 2026 in Review

TD Private Client Wealth increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 6.1% in Q1 2026, buying an estimated $24.1M and bringing the position to 5,218,730 shares worth $399M. The position accounts for 8.28% of the portfolio, ranked #1.

TD Private Client Wealth first reported a position in SPYM in Q1 2022 and has held it in 17 quarters since. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

TD Private Client Wealth held 5,218,730 shares of State Street SPDR Portfolio S&P 500 ETF worth $399M as of Q1 2026.
TD Private Client Wealth bought 301,289 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $24.1M.
State Street SPDR Portfolio S&P 500 ETF made up 8.28% of TD Private Client Wealth's portfolio in Q1 2026, its #1 holding.
TD Private Client Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and has held it in 17 quarters since.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.