TVM
SPYM

True Vision MN’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

True Vision MN’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 		– Sell
-12,247
Closed -$982K – 122
2025
Q4 		$982K Sell
12,247
-484
-4% -$38.5K 0.5% 39
2025
Q3 		$997K Sell
12,731
-286
-2% -$21.6K 0.52% 38
2025
Q2 		$946K Sell
13,017
-2,325
-15% -$156K 0.52% 41
2025
Q1 		$1.01M Buy
15,342
+954
+7% +$66K 0.6% 38
2024
Q4 		$992K Buy
+14,388
New +$997K 0.59% 35

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

True Vision MN's SPYM Position: Q1 2026 in Review

True Vision MN sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2026, closing a stake of 12,247 shares — an estimated $982K sold.

True Vision MN first reported a position in SPYM in Q4 2024 and held it in 5 quarters. The position peaked at $1.01M in Q1 2025. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • True Vision MN reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • True Vision MN sold 12,247 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $982K.
  • True Vision MN first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and held it in 5 quarters.
  • True Vision MN's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.01M in Q1 2025.
  • 1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on True Vision MN's 13F filing for Q1 2026, filed 16 Apr 2026.