Thoroughbred Financial Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Thoroughbred Financial Services’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	$447K	Buy	5,851 +274	+5%	+$21.9K	0.03%	419
2025 Q4	$447K	Buy	5,577 +78	+1%	+$6.2K	0.03%	403
2025 Q3	$430K	Buy	5,499 +27	+0.5%	+$2.04K	0.03%	412
2025 Q2	$397K	Buy	5,472 +116	+2%	+$7.8K	0.03%	406
2025 Q1	$352K	Buy	5,356 +2	+0%	+$138	0.02%	505
2024 Q4	$369K	Sell	5,354 -238	-4%	-$16.5K	0.02%	491
2024 Q3	$377K	Sell	5,592 -1,264	-18%	-$82.2K	0.02%	466
2024 Q2	$438K	Sell	6,856 -975	-12%	-$60K	0.03%	406
2024 Q1	$481K	Buy	7,831 +3,360	+75%	+$197K	0.05%	296
2023 Q4	$249K	Buy	+4,471	New	+$234K	0.02%	515
2023 Q3	–	Sell	-4,108	Closed	-$214K	–	585
2023 Q2	$214K	Buy	+4,108	New	+$203K	0.03%	387
2019 Q3	–	Sell	-27,488	Closed	-$1.74M	–	245
2019 Q2	$1.74M	Buy	+27,488	New	+$932K	0.66%	41
2019 Q1	–	Sell	-28,547	Closed	-$1.49M	–	238
2018 Q4	$1.49M	Buy	+28,547	New	+$900K	0.73%	44

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

Thoroughbred Financial Services's SPYM Position: Q1 2026 in Review

Thoroughbred Financial Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.9% in Q1 2026, buying an estimated $21.9K and bringing the position to 5,851 shares worth $447K. The position accounts for 0.03% of the portfolio, ranked #419.

Thoroughbred Financial Services first reported a position in SPYM in Q4 2018 and has held it in 13 quarters since. The position peaked at $1.74M in Q2 2019. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Thoroughbred Financial Services held 5,851 shares of State Street SPDR Portfolio S&P 500 ETF worth $447K as of Q1 2026.
Thoroughbred Financial Services bought 274 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $21.9K.
State Street SPDR Portfolio S&P 500 ETF made up 0.03% of Thoroughbred Financial Services's portfolio in Q1 2026, its #419 holding.
Thoroughbred Financial Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2018 and has held it in 13 quarters since.
Thoroughbred Financial Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.74M in Q2 2019.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.