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

Transcendent Capital Group’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	$5.98M	Buy	78,144 +227	+0.3%	+$18.2K	2.73%	9
2025 Q4	$6.25M	Sell	77,917 -26	-0%	-$2.07K	2.83%	9
2025 Q3	$6.11M	Buy	77,943 +7	+0%	+$528	2.73%	9
2025 Q2	$5.67M	Buy	77,936 +178	+0.2%	+$12K	2.91%	10
2025 Q1	$5.11M	Sell	77,758 -2,845	-4%	-$197K	2.88%	9
2024 Q4	$5.56M	Buy	80,603 +1,787	+2%	+$124K	2.88%	6
2024 Q3	$5.32M	Buy	78,816 +75,755	+2,475%	+$4.93M	2.73%	7
2024 Q2	$196K	Buy	3,061 +66	+2%	+$4.06K	0.11%	89
2024 Q1	$184K	Buy	+2,995	New	+$175K	0.11%	98

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

Transcendent Capital Group's SPYM Position: Q1 2026 in Review

Transcendent Capital Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.29% in Q1 2026, buying an estimated $18.2K and bringing the position to 78,144 shares worth $5.98M. The position accounts for 2.73% of the portfolio, ranked #9.

Transcendent Capital Group first reported a position in SPYM in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.25M in Q4 2025. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Transcendent Capital Group held 78,144 shares of State Street SPDR Portfolio S&P 500 ETF worth $5.98M as of Q1 2026.
Transcendent Capital Group bought 227 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $18.2K.
State Street SPDR Portfolio S&P 500 ETF made up 2.73% of Transcendent Capital Group's portfolio in Q1 2026, its #9 holding.
Transcendent Capital Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
Transcendent Capital Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $6.25M 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 Transcendent Capital Group's 13F filing for Q1 2026, filed 27 Apr 2026.