TIAA Trust, National Association’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

TIAA Trust, National Association’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	-11,779	Closed	-$945K	–	623
2025 Q4	$945K	Sell	11,779 -837	-7%	-$66.6K	﹤0.01%	390
2025 Q3	$988K	Buy	12,616 +5,334	+73%	+$402K	﹤0.01%	386
2025 Q2	$529K	Sell	7,282 -543	-7%	-$36.5K	﹤0.01%	457
2025 Q1	$515K	Sell	7,825 -207	-3%	-$14.3K	﹤0.01%	441
2024 Q4	$554K	Buy	8,032 +2,281	+40%	+$158K	﹤0.01%	439
2024 Q3	$388K	Hold	5,751	–	–	﹤0.01%	487
2024 Q2	$368K	Buy	5,751 +2,444	+74%	+$150K	﹤0.01%	476
2024 Q1	$203K	Buy	+3,307	New	+$194K	﹤0.01%	597

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TIAA Trust, National Association's SPYM Position: Q1 2026 in Review

TIAA Trust, National Association sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2026, closing a stake of 11,779 shares — an estimated $945K sold.

TIAA Trust, National Association first reported a position in SPYM in Q1 2024 and held it in 8 quarters. The position peaked at $988K in Q3 2025. 1,602 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

TIAA Trust, National Association reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
TIAA Trust, National Association sold 11,779 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $945K.
TIAA Trust, National Association first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and held it in 8 quarters.
TIAA Trust, National Association's State Street SPDR Portfolio S&P 500 ETF position peaked at $988K in Q3 2025.
1,602 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on TIAA Trust, National Association's 13F filing for Q1 2026, filed 12 May 2026.