VIA
SPYM

Vickerman Investment Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Vickerman Investment 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 		$3.42M Buy
44,737
+463
+1% +$37K 0.72% 38
2025
Q4 		$3.55M Sell
44,274
-413
-0.9% -$32.8K 0.71% 39
2025
Q3 		$3.5M Sell
44,687
-401
-0.9% -$30.2K 0.71% 40
2025
Q2 		$3.28M Sell
45,088
-859
-2% -$57.8K 0.7% 44
2025
Q1 		$3.02M Sell
45,947
-691
-1% -$47.8K 0.68% 41
2024
Q4 		$3.22M Sell
46,638
-2,077
-4% -$144K 0.87% 36
2024
Q3 		$3.29M Sell
48,715
-1,015
-2% -$66K 0.97% 34
2024
Q2 		$3.18M Sell
49,730
-1,577
-3% -$97.1K 1.02% 33
2024
Q1 		$3.16M Buy
51,307
+2,188
+4% +$128K 1.02% 32
2023
Q4 		$2.75M Sell
49,119
-5,803
-11% -$304K 0.94% 40
2023
Q3 		$2.76M Sell
54,922
-468
-0.8% -$24.5K 1.13% 38
2023
Q2 		$2.89M Sell
55,390
-3,081
-5% -$152K 1.13% 35
2023
Q1 		$2.82M Buy
58,471
+4,479
+8% +$210K 1.11% 34
2022
Q4 		$2.43M Sell
53,992
-18,180
-25% -$822K 1.1% 37
2022
Q3 		$3.03M Buy
72,172
+4,190
+6% +$196K 1.46% 21
2022
Q2 		$3.01M Buy
67,982
+5,284
+8% +$255K 1.43% 22
2022
Q1 		$3.04M Buy
62,698
+5,268
+9% +$276K 1.35% 23
2021
Q4 		$3.21M Sell
57,430
-22,837
-28% -$1.23M 1.29% 23
2021
Q3 		$4.05M Buy
+80,267
New +$4.16M 1.62% 17

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vickerman Investment Advisors's SPYM Position: Q1 2026 in Review

Vickerman Investment Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1% in Q1 2026, buying an estimated $37K and bringing the position to 44,737 shares worth $3.42M. The position accounts for 0.72% of the portfolio, ranked #38.

Vickerman Investment Advisors first reported a position in SPYM in Q3 2021 and has held it in 19 quarters since. The position peaked at $4.05M in Q3 2021. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Vickerman Investment Advisors held 44,737 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.42M as of Q1 2026.
  • Vickerman Investment Advisors bought 463 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $37K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.72% of Vickerman Investment Advisors's portfolio in Q1 2026, its #38 holding.
  • Vickerman Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2021 and has held it in 19 quarters since.
  • Vickerman Investment Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $4.05M in Q3 2021.
  • 1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Vickerman Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.