Valmark Advisers’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Valmark Advisers’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	$13.5M	Buy	175,780 +275	+0.2%	+$22K	0.16%	71
2025 Q4	$14.1M	Sell	175,505 -1,395	-0.8%	-$111K	0.17%	71
2025 Q3	$13.9M	Buy	176,900 +455	+0.3%	+$34.3K	0.18%	68
2025 Q2	$12.8M	Buy	176,445 +12,892	+8%	+$867K	0.18%	67
2025 Q1	$10.8M	Buy	163,553 +7,293	+5%	+$504K	0.16%	73
2024 Q4	$10.8M	Sell	156,260 -3,337	-2%	-$231K	0.17%	69
2024 Q3	$10.8M	Buy	159,597 +15,023	+10%	+$977K	0.17%	65
2024 Q2	$9.25M	Buy	144,574 +15,934	+12%	+$981K	0.16%	66
2024 Q1	$7.92M	Buy	128,640 +24,575	+24%	+$1.44M	0.14%	69
2023 Q4	$5.82M	Buy	104,065 +9,214	+10%	+$483K	0.11%	78
2023 Q3	$4.77M	Buy	94,851 +2,156	+2%	+$113K	0.1%	78
2023 Q2	$4.83M	Buy	92,695 +9,045	+11%	+$446K	0.1%	78
2023 Q1	$4.03M	Buy	83,650 +32,333	+63%	+$1.52M	0.09%	81
2022 Q4	$2.31M	Buy	51,317 +38,593	+303%	+$1.74M	0.05%	128
2022 Q3	$534K	Sell	12,724 -352	-3%	-$16.4K	0.01%	273
2022 Q2	$580K	Buy	13,076 +5,008	+62%	+$241K	0.01%	274
2022 Q1	$429K	Sell	8,068 -768	-9%	-$40.2K	0.01%	324
2021 Q4	$493K	Buy	+8,836	New	+$477K	0.01%	285

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 $424B AUM 22.94% 1-Year Est. Return

Valmark Advisers's SPYM Position: Q1 2026 in Review

Valmark Advisers increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.16% in Q1 2026, buying an estimated $22K and bringing the position to 175,780 shares worth $13.5M. The position accounts for 0.16% of the portfolio, ranked #71.

Valmark Advisers first reported a position in SPYM in Q4 2021 and has held it in 18 quarters since. The position peaked at $14.1M in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Valmark Advisers held 175,780 shares of State Street SPDR Portfolio S&P 500 ETF worth $13.5M as of Q1 2026.
Valmark Advisers bought 275 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $22K.
State Street SPDR Portfolio S&P 500 ETF made up 0.16% of Valmark Advisers's portfolio in Q1 2026, its #71 holding.
Valmark Advisers first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
Valmark Advisers's State Street SPDR Portfolio S&P 500 ETF position peaked at $14.1M in Q4 2025.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.