TCM
SPYM

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

Towercrest Capital 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 		$12.9M Sell
168,358
-870
-0.5% -$69.6K 2.01% 16
2025
Q4 		$13.6M Sell
169,228
-3,445
-2% -$274K 2.14% 16
2025
Q3 		$13.5M Sell
172,673
-5,180
-3% -$391K 2.17% 16
2025
Q2 		$12.9M Buy
177,853
+5,559
+3% +$374K 2.31% 14
2025
Q1 		$11.3M Sell
172,294
-3,098
-2% -$214K 2.15% 15
2024
Q4 		$12.1M Sell
175,392
-4,397
-2% -$305K 1.95% 18
2024
Q3 		$12.1M Sell
179,789
-263
-0.1% -$17.1K 1.96% 18
2024
Q2 		$11.5M Sell
180,052
-5,748
-3% -$354K 1.9% 18
2024
Q1 		$11.4M Sell
185,800
-3,514
-2% -$206K 1.93% 17
2023
Q4 		$10.6M Buy
189,314
+7,229
+4% +$379K 1.89% 19
2023
Q3 		$9.15M Sell
182,085
-11,864
-6% -$621K 1.78% 21
2023
Q2 		$10.1M Sell
193,949
-3,365
-2% -$166K 1.88% 20
2023
Q1 		$9.5M Sell
197,314
-3,596
-2% -$169K 1.98% 21
2022
Q4 		$9.04M Sell
200,910
-4,756
-2% -$215K 2% 21
2022
Q3 		$8.64M Buy
205,666
+11,709
+6% +$547K 2.02% 22
2022
Q2 		$8.6M Buy
193,957
+493
+0.3% +$23.8K 1.92% 20
2022
Q1 		$10.3M Sell
193,464
-9,972
-5% -$522K 2% 22
2021
Q4 		$11.4M Sell
203,436
-8,631
-4% -$466K 2.08% 20
2021
Q3 		$10.7M Sell
212,067
-5,372
-2% -$279K 2.03% 20
2021
Q2 		$10.9M Sell
217,439
-5,237
-2% -$257K 2.12% 17
2021
Q1 		$10.4M Sell
222,676
-3,387
-1% -$154K 2.22% 17
2020
Q4 		$9.94M Sell
226,063
-7,773
-3% -$324K 2.23% 18
2020
Q3 		$9.2M Sell
233,836
-22,190
-9% -$864K 2.26% 17
2020
Q2 		$9.28M Buy
256,026
+23,842
+10% +$820K 2.43% 16
2020
Q1 		$7.02M Buy
232,184
+26,875
+13% +$964K 2.11% 17
2019
Q4 		$7.76M Sell
205,309
-1,803
-0.9% -$65.2K 1.98% 20
2019
Q3 		$7.22M Buy
207,112
+14,448
+7% +$502K 2% 21
2019
Q2 		$6.65M Sell
192,664
-4,664
-2% -$158K 1.88% 22
2019
Q1 		$6.56M Sell
197,328
-138
-0.1% -$4.41K 1.89% 23
2018
Q4 		$5.77M Sell
197,466
-2,378
-1% -$75K 1.85% 20
2018
Q3 		$6.81M Buy
199,844
+220
+0.1% +$7.36K 2.01% 20
2018
Q2 		$6.36M Buy
+199,624
New +$6.33M 2.01% 18

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

Towercrest Capital Management's SPYM Position: Q1 2026 in Review

Towercrest Capital Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.51% in Q1 2026, selling an estimated $69.6K and leaving 168,358 shares worth $12.9M. The position accounts for 2.01% of the portfolio, ranked #16.

Towercrest Capital Management first reported a position in SPYM in Q2 2018 and has held it in 32 quarters since. The position peaked at $13.6M in Q4 2025. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Towercrest Capital Management held 168,358 shares of State Street SPDR Portfolio S&P 500 ETF worth $12.9M as of Q1 2026.
  • Towercrest Capital Management sold 870 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $69.6K.
  • State Street SPDR Portfolio S&P 500 ETF made up 2.01% of Towercrest Capital Management's portfolio in Q1 2026, its #16 holding.
  • Towercrest Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2018 and has held it in 32 quarters since.
  • Towercrest Capital Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $13.6M 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 Towercrest Capital Management's 13F filing for Q1 2026, filed 1 May 2026.