TVWM
SPYM

Tower View Wealth Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Tower View Wealth 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
Q1 		$9.49M Buy
124,052
+5,283
+4% +$423K 4.87% 2
2025
Q4 		$9.53M Buy
118,769
+7,271
+7% +$578K 4.71% 4
2025
Q3 		$8.73M Buy
111,498
+5,150
+5% +$388K 4.52% 4
2025
Q2 		$7.73M Buy
106,348
+6,800
+7% +$457K 4.01% 5
2025
Q1 		$6.55M Buy
99,548
+39,894
+67% +$2.76M 3.81% 6
2024
Q4 		$4.11M Buy
59,654
+17,455
+41% +$1.21M 2.17% 19
2024
Q3 		$2.85M Buy
42,199
+11,084
+36% +$721K 1.56% 29
2024
Q2 		$1.99M Buy
31,115
+26,362
+555% +$1.62M 1.14% 37
2024
Q1 		$292K Buy
4,753
+4,138
+673% +$242K 0.17% 56
2023
Q4 		$34K Buy
615
+496
+417% +$26K 0.02% 91
2023
Q3 		$6K Buy
+119
New +$6.22K ﹤0.01% 134

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tower View Wealth Management's SPYM Position: Q1 2026 in Review

Tower View Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.4% in Q1 2026, buying an estimated $423K and bringing the position to 124,052 shares worth $9.49M. The position accounts for 4.87% of the portfolio, ranked #2.

Tower View Wealth Management first reported a position in SPYM in Q3 2023 and has held it in 11 quarters since. The position peaked at $9.53M in Q4 2025. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Tower View Wealth Management held 124,052 shares of State Street SPDR Portfolio S&P 500 ETF worth $9.49M as of Q1 2026.
  • Tower View Wealth Management bought 5,283 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $423K.
  • State Street SPDR Portfolio S&P 500 ETF made up 4.87% of Tower View Wealth Management's portfolio in Q1 2026, its #2 holding.
  • Tower View Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2023 and has held it in 11 quarters since.
  • Tower View Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $9.53M in Q4 2025.
  • 1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.