VT
SPYM

Vise Technologies’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Vise Technologies’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 		$8.07M Hold
100,546
– – 0.16% 109
2025
Q4 		$8.07M Buy
100,546
+54,151
+117% +$4.31M 0.16% 109
2025
Q3 		$3.63M Buy
46,395
+30,057
+184% +$2.27M 0.14% 149
2025
Q2 		$1.19M Buy
+16,338
New +$1.1M 0.05% 390

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

Vise Technologies's SPYM Position: Q1 2026 in Review

Vise Technologies held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q1 2026 at 100,546 shares worth $8.07M. The position accounts for 0.16% of the portfolio, ranked #109.

Vise Technologies first reported a position in SPYM in Q2 2025 and has held it in 4 quarters since. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Vise Technologies held 100,546 shares of State Street SPDR Portfolio S&P 500 ETF worth $8.07M as of Q1 2026.
  • Vise Technologies left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.16% of Vise Technologies's portfolio in Q1 2026, its #109 holding.
  • Vise Technologies first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.