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

United Advisor 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	$1.47M	Sell	19,231 -443	-2%	-$35.4K	0.18%	137
2025 Q4	$1.58M	Buy	19,674 +2,423	+14%	+$193K	0.2%	124
2025 Q3	$1.35M	Buy	17,251 +406	+2%	+$30.6K	0.18%	129
2025 Q2	$1.22M	Buy	16,845 +525	+3%	+$35.3K	0.21%	113
2025 Q1	$1.07M	Buy	16,320 +3,529	+28%	+$244K	0.22%	111
2024 Q4	$882K	Buy	12,791 +196	+2%	+$13.6K	0.17%	133
2024 Q3	$850K	Buy	12,595 +5,657	+82%	+$368K	0.19%	120
2024 Q2	$444K	Buy	+6,938	New	+$427K	0.14%	147

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

United Advisor Group's SPYM Position: Q1 2026 in Review

United Advisor Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.3% in Q1 2026, selling an estimated $35.4K and leaving 19,231 shares worth $1.47M. The position accounts for 0.18% of the portfolio, ranked #137.

United Advisor Group first reported a position in SPYM in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.58M in Q4 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

United Advisor Group held 19,231 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.47M as of Q1 2026.
United Advisor Group sold 443 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $35.4K.
State Street SPDR Portfolio S&P 500 ETF made up 0.18% of United Advisor Group's portfolio in Q1 2026, its #137 holding.
United Advisor Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
United Advisor Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.58M in Q4 2025.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.