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

Tradition 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	$11M	Buy	143,949 +28,554	+25%	+$2.28M	0.78%	35
2025 Q4	$9.26M	Buy	115,395 +1,840	+2%	+$146K	0.66%	39
2025 Q3	$8.9M	Sell	113,555 -8,961	-7%	-$676K	0.66%	40
2025 Q2	$8.91M	Sell	122,516 -82,133	-40%	-$5.52M	0.71%	37
2025 Q1	$13.5M	Sell	204,649 -21,221	-9%	-$1.47M	1.18%	20
2024 Q4	$15.6M	Sell	225,870 -5,677	-2%	-$394K	1.37%	21
2024 Q3	$15.6M	Sell	231,547 -36,060	-13%	-$2.35M	1.39%	19
2024 Q2	$17.1M	Sell	267,607 -41,454	-13%	-$2.55M	1.66%	15
2024 Q1	$19M	Sell	309,061 -92,068	-23%	-$5.39M	1.93%	11
2023 Q4	$22.4M	Buy	401,129 +49,836	+14%	+$2.61M	2.35%	10
2023 Q3	$17.7M	Buy	351,293 +59,334	+20%	+$3.1M	2.1%	12
2023 Q2	$15.2M	Buy	291,959 +6,096	+2%	+$301K	1.78%	11
2023 Q1	$13.8M	Sell	285,863 -6,927	-2%	-$325K	1.71%	12
2022 Q4	$13.2M	Sell	292,790 -14,148	-5%	-$639K	1.86%	8
2022 Q3	$12.9M	Buy	306,938 +7,612	+3%	+$355K	1.94%	9
2022 Q2	$13.3M	Buy	299,326 +634	+0.2%	+$30.6K	1.93%	10
2022 Q1	$15.9M	Buy	298,692 +101,587	+52%	+$5.32M	2.02%	7
2021 Q4	$11M	Buy	197,105 +47,715	+32%	+$2.58M	1.38%	18
2021 Q3	$7.54M	Buy	149,390 +139,983	+1,488%	+$7.26M	1.07%	24
2021 Q2	$473K	Buy	+9,407	New	+$462K	0.07%	182
2021 Q1	–	Sell	-18	Closed	-$1K	–	1000
2020 Q4	$1K	Buy	+18	New	+$751	﹤0.01%	1006

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

Tradition Wealth Management's SPYM Position: Q1 2026 in Review

Tradition Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 25% in Q1 2026, buying an estimated $2.28M and bringing the position to 143,949 shares worth $11M. The position accounts for 0.78% of the portfolio, ranked #35.

Tradition Wealth Management first reported a position in SPYM in Q4 2020 and has held it in 21 quarters since. The position peaked at $22.4M in Q4 2023. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Tradition Wealth Management held 143,949 shares of State Street SPDR Portfolio S&P 500 ETF worth $11M as of Q1 2026.
Tradition Wealth Management bought 28,554 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $2.28M.
State Street SPDR Portfolio S&P 500 ETF made up 0.78% of Tradition Wealth Management's portfolio in Q1 2026, its #35 holding.
Tradition Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 21 quarters since.
Tradition Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $22.4M in Q4 2023.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.