Vestia Personal Wealth Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Vestia Personal Wealth Advisors’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	$408K	Sell	80,823 -4,127	-5%	-$330K	0.19%	65
2025 Q4	$428K	Buy	84,950 +2,799	+3%	+$223K	0.22%	58
2025 Q3	$429K	Buy	82,151 +76,664	+1,397%	+$5.78M	0.25%	58
2025 Q2	$398K	Buy	5,487 +77	+1%	+$5.18K	0.27%	55
2025 Q1	$356K	Sell	5,410 -88	-2%	-$6.09K	0.28%	53
2024 Q4	$379K	Sell	5,498 -108,210	-95%	-$7.5M	0.31%	49
2024 Q3	$360K	Buy	113,708 +110,044	+3,003%	+$7.16M	0.34%	47
2024 Q2	$235K	Buy	+3,664	New	+$226K	0.25%	65

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

Vestia Personal Wealth Advisors's SPYM Position: Q1 2026 in Review

Vestia Personal Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.9% in Q1 2026, selling an estimated $330K and leaving 80,823 shares worth $408K. The position accounts for 0.19% of the portfolio, ranked #65.

Vestia Personal Wealth Advisors first reported a position in SPYM in Q2 2024 and has held it in 8 quarters since. The position peaked at $429K in Q3 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Vestia Personal Wealth Advisors held 80,823 shares of State Street SPDR Portfolio S&P 500 ETF worth $408K as of Q1 2026.
Vestia Personal Wealth Advisors sold 4,127 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $330K.
State Street SPDR Portfolio S&P 500 ETF made up 0.19% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #65 holding.
Vestia Personal Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
Vestia Personal Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $429K in Q3 2025.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.