Turning Point Benefit Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Turning Point Benefit 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	$8.44M	Buy	141,727 +19,747	+16%	+$1.58M	5.37%	3
2025 Q4	$9.79M	Sell	121,980 -16,969	-12%	-$1.35M	5.11%	3
2025 Q3	$10.9M	Sell	138,949 -41,000	-23%	-$3.09M	6.59%	2
2025 Q2	$13.3M	Buy	179,949 +32,481	+22%	+$2.18M	10.04%	2
2025 Q1	$8.75M	Sell	147,468 -20,686	-12%	-$1.43M	8.18%	3
2024 Q4	$11.6M	Buy	+168,154	New	+$11.7M	11.02%	3

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

Turning Point Benefit Group's SPYM Position: Q1 2026 in Review

Turning Point Benefit Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 16% in Q1 2026, buying an estimated $1.58M and bringing the position to 141,727 shares worth $8.44M. The position accounts for 5.37% of the portfolio, ranked #3.

Turning Point Benefit Group first reported a position in SPYM in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.3M in Q2 2025. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Turning Point Benefit Group held 141,727 shares of State Street SPDR Portfolio S&P 500 ETF worth $8.44M as of Q1 2026.
Turning Point Benefit Group bought 19,747 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $1.58M.
State Street SPDR Portfolio S&P 500 ETF made up 5.37% of Turning Point Benefit Group's portfolio in Q1 2026, its #3 holding.
Turning Point Benefit Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
Turning Point Benefit Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $13.3M in Q2 2025.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.