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

Tortoise 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 Q2	$16.7M	Sell	190,204 -5,220	-3%	-$445K	1.25%	22
2026 Q1	$15M	Buy	195,424 +28,027	+17%	+$2.24M	1.24%	23
2025 Q4	$13.4M	Buy	167,397 +49,424	+42%	+$3.93M	1.18%	26
2025 Q3	$9.24M	Buy	117,973 +11,004	+10%	+$830K	0.82%	40
2025 Q2	$7.78M	Buy	106,969 +4,979	+5%	+$335K	0.74%	45
2025 Q1	$6.71M	Buy	101,990 +14,110	+16%	+$976K	0.7%	48
2024 Q4	$6.06M	Buy	87,880 +20,047	+30%	+$1.39M	0.64%	48
2024 Q3	$4.58M	Buy	67,833 +15,131	+29%	+$984K	0.48%	58
2024 Q2	$3.37M	Buy	52,702 +10,302	+24%	+$634K	0.38%	65
2024 Q1	$2.61M	Buy	42,400 +14,762	+53%	+$865K	0.32%	70
2023 Q4	$1.54M	Buy	27,638 +16,843	+156%	+$882K	0.21%	84
2023 Q3	$543K	Buy	10,795 +9,080	+529%	+$475K	0.08%	135
2023 Q2	$89.4K	Hold	1,715	–	–	0.01%	287
2023 Q1	$82.6K	Hold	1,715	–	–	0.01%	284
2022 Q4	$77.1K	Hold	1,715	–	–	0.01%	284
2022 Q3	$72K	Hold	1,715	–	–	0.01%	274
2022 Q2	$76K	Hold	1,715	–	–	0.01%	251
2022 Q1	$91K	Hold	1,715	–	–	0.02%	237
2021 Q4	$96K	Hold	1,715	–	–	0.02%	219
2021 Q3	$87K	Hold	1,715	–	–	0.02%	209
2021 Q2	$86K	Sell	1,715 -210	-11%	-$10.3K	0.02%	210
2021 Q1	$90K	Hold	1,925	–	–	0.02%	206
2020 Q4	$85K	Hold	1,925	–	–	0.02%	200
2020 Q3	$76K	Sell	1,925 -145	-7%	-$5.65K	0.02%	199
2020 Q2	$75K	Buy	2,070 +1,000	+93%	+$34.4K	0.02%	197
2020 Q1	$32K	Sell	1,070 -650	-38%	-$23.3K	0.01%	257
2019 Q4	$65K	Hold	1,720	–	–	0.02%	221
2019 Q3	$60K	Sell	1,720 -772	-31%	-$26.8K	0.02%	222
2019 Q2	$86K	Buy	2,492 +4	+0.2%	+$136	0.02%	203
2019 Q1	$83K	Buy	2,488 +1,418	+133%	+$45.3K	0.02%	198
2018 Q4	$31K	Buy	+1,070	New	+$33.7K	0.01%	274

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

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

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

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

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

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Tortoise Investment Management's SPYM Position: Q2 2026 in Review

Tortoise Investment Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.7% in Q2 2026, selling an estimated $445K and leaving 190,204 shares worth $16.7M. The position accounts for 1.25% of the portfolio, ranked #22.

Tortoise Investment Management first reported a position in SPYM in Q4 2018 and has held it in 31 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Tortoise Investment Management held 190,204 shares of State Street SPDR Portfolio S&P 500 ETF worth $16.7M as of Q2 2026.
Tortoise Investment Management sold 5,220 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $445K.
State Street SPDR Portfolio S&P 500 ETF made up 1.25% of Tortoise Investment Management's portfolio in Q2 2026, its #22 holding.
Tortoise Investment Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.