Trask Adam Roland’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Trask Adam Roland’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	$42.1K	Buy	+550	New	+$44K	0.04%	114

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

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

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Trask Adam Roland's SPYM Position: Q1 2026 in Review

Trask Adam Roland opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2026: 550 shares worth $42.1K. The stake represents 0.04% of the portfolio and ranks #114 among its holdings.

1,602 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Trask Adam Roland held 550 shares of State Street SPDR Portfolio S&P 500 ETF worth $42.1K as of Q1 2026.
State Street SPDR Portfolio S&P 500 ETF was a new Trask Adam Roland position in Q1 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.04% of Trask Adam Roland's portfolio in Q1 2026, its #114 holding.
1,602 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.