TCPG
SPYM

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

Trivant Custom Portfolio 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 		$1.46M Buy
19,063
+4,352
+30% +$348K 0.8% 39
2025
Q4 		$1.18M Buy
14,711
+511
+4% +$40.6K 0.68% 45
2025
Q3 		$1.11M Buy
14,200
+1,059
+8% +$79.9K 0.57% 51
2025
Q2 		$955K Buy
13,141
+2,390
+22% +$161K 0.52% 60
2025
Q1 		$707K Sell
10,751
-85
-0.8% -$5.88K 0.41% 65
2024
Q4 		$747K Buy
10,836
+714
+7% +$49.5K 0.44% 50
2024
Q3 		$683K Buy
10,122
+1,081
+12% +$70.3K 0.39% 57
2024
Q2 		$579K Buy
9,041
+538
+6% +$33.1K 0.36% 51
2024
Q1 		$523K Buy
8,503
+1,242
+17% +$72.7K 0.33% 47
2023
Q4 		$406K Sell
7,261
-2,093
-22% -$110K 0.27% 46
2023
Q3 		$470K Buy
9,354
+1,627
+21% +$85.1K 0.35% 42
2023
Q2 		$403K Buy
7,727
+582
+8% +$28.7K 0.28% 43
2023
Q1 		$344K Buy
+7,145
New +$335K 0.25% 47

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

Trivant Custom Portfolio Group's SPYM Position: Q1 2026 in Review

Trivant Custom Portfolio Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 30% in Q1 2026, buying an estimated $348K and bringing the position to 19,063 shares worth $1.46M. The position accounts for 0.8% of the portfolio, ranked #39.

Trivant Custom Portfolio Group first reported a position in SPYM in Q1 2023 and has held it in 13 quarters since. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Trivant Custom Portfolio Group held 19,063 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.46M as of Q1 2026.
  • Trivant Custom Portfolio Group bought 4,352 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $348K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.8% of Trivant Custom Portfolio Group's portfolio in Q1 2026, its #39 holding.
  • Trivant Custom Portfolio Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and has held it in 13 quarters since.
  • 1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q1 2026, filed 14 May 2026.