Verus Capital Partners’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Verus Capital Partners’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	$27.4M	Buy	357,549 +35,244	+11%	+$2.82M	1.87%	11
2025 Q4	$25.9M	Buy	322,305 +285,829	+784%	+$22.7M	1.72%	10
2025 Q3	$2.86M	Buy	36,476 +5,002	+16%	+$377K	0.22%	62
2025 Q2	$2.29M	Buy	31,474 +24,195	+332%	+$1.63M	0.2%	69
2025 Q1	$479K	Buy	+7,279	New	+$503K	0.05%	212
2024 Q4	–	Sell	-3,968	Closed	-$268K	–	387
2024 Q3	$268K	Sell	3,968 -139	-3%	-$9.04K	0.03%	290
2024 Q2	$263K	Sell	4,107 -48	-1%	-$2.96K	0.03%	283
2024 Q1	$256K	Buy	4,155 +8	+0.2%	+$469	0.03%	286
2023 Q4	$232K	Sell	4,147 -341	-8%	-$17.9K	0.03%	278
2023 Q3	$226K	Sell	4,488 -354	-7%	-$18.5K	0.03%	265
2023 Q2	$252K	Buy	4,842 +9	+0.2%	+$444	0.04%	241
2023 Q1	$233K	Sell	4,833 -16	-0.3%	-$751	0.04%	243
2022 Q4	$218K	Buy	+4,849	New	+$219K	0.04%	237
2022 Q2	–	Sell	-4,840	Closed	-$234K	–	322
2022 Q1	$234K	Buy	+4,840	New	+$253K	0.04%	278
2020 Q1	$484K	Sell	16,016 -18,232	-53%	-$654K	0.15%	95
2019 Q4	$1.29M	Buy	+34,248	New	+$1.24M	0.42%	40

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

Verus Capital Partners's SPYM Position: Q1 2026 in Review

Verus Capital Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 11% in Q1 2026, buying an estimated $2.82M and bringing the position to 357,549 shares worth $27.4M. The position accounts for 1.87% of the portfolio, ranked #11.

Verus Capital Partners first reported a position in SPYM in Q4 2019 and has held it in 16 quarters since. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Verus Capital Partners held 357,549 shares of State Street SPDR Portfolio S&P 500 ETF worth $27.4M as of Q1 2026.
Verus Capital Partners bought 35,244 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $2.82M.
State Street SPDR Portfolio S&P 500 ETF made up 1.87% of Verus Capital Partners's portfolio in Q1 2026, its #11 holding.
Verus Capital Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 16 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 Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.