VCM
SPYM

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

Virtue Capital Management’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 		$1.19M Buy
15,983
+1,061
+7% +$84.9K 0.18% 110
2025
Q4 		$1.2M Buy
14,922
+1,861
+14% +$148K 0.18% 93
2025
Q3 		$575K Buy
+13,061
New +$985K 0.09% 158
2025
Q2 		– Sell
-455,060
Closed -$29.9M – 456
2025
Q1 		$29.9M Buy
+455,060
New +$31.5M 3.49% 3
2024
Q4 		– Sell
-3,551
Closed -$240K – 291
2024
Q3 		$240K Sell
3,551
-5,808
-62% -$378K 0.05% 232
2024
Q2 		$611K Buy
9,359
+580
+7% +$35.7K 0.1% 174
2024
Q1 		$529K Buy
8,779
+837
+11% +$49K 0.1% 200
2023
Q4 		$437K Sell
7,942
-2,450
-24% -$128K 0.09% 224
2023
Q3 		$542K Hold
10,392
– – 0.09% 203
2023
Q2 		$542K Sell
10,392
-1,167
-10% -$57.6K 0.09% 203
2023
Q1 		$550K Buy
11,559
+692
+6% +$32.5K 0.09% 200
2022
Q4 		$489K Sell
10,867
-346
-3% -$15.6K 0.07% 209
2022
Q3 		$471K Buy
11,213
+24
+0.2% +$1.12K 0.07% 123
2022
Q2 		$496K Buy
11,189
+422
+4% +$20.3K 0.08% 121
2022
Q1 		$572K Buy
10,767
+564
+6% +$29.5K 0.09% 242
2021
Q4 		$570K Buy
+10,203
New +$551K 0.08% 257
2020
Q1 		– Sell
-637,895
Closed -$24.1M – 184
2019
Q4 		$24.1M Buy
+637,895
New +$23.1M 6.96% 1

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

Virtue Capital Management's SPYM Position: Q1 2026 in Review

Virtue Capital Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 7.1% in Q1 2026, buying an estimated $84.9K and bringing the position to 15,983 shares worth $1.19M. The position accounts for 0.18% of the portfolio, ranked #110.

Virtue Capital Management first reported a position in SPYM in Q4 2019 and has held it in 17 quarters since. The position peaked at $29.9M in Q1 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Virtue Capital Management held 15,983 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.19M as of Q1 2026.
  • Virtue Capital Management bought 1,061 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $84.9K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.18% of Virtue Capital Management's portfolio in Q1 2026, its #110 holding.
  • Virtue Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 17 quarters since.
  • Virtue Capital Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $29.9M in Q1 2025.
  • 1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Virtue Capital Management's 13F filing for Q1 2026, filed 7 May 2026.