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

Waverly 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	$44.9M	Buy	587,224 +10,399	+2%	+$832K	0.34%	69
2025 Q4	$46.3M	Sell	576,825 -337	-0.1%	-$26.8K	0.37%	59
2025 Q3	$45.2M	Buy	577,162 +8,416	+1%	+$635K	0.45%	46
2025 Q2	$41.3M	Buy	568,746 +12,874	+2%	+$866K	0.45%	46
2025 Q1	$36.6M	Buy	555,872 +44,845	+9%	+$3.1M	0.45%	47
2024 Q4	$35.2M	Buy	511,027 +241,502	+90%	+$16.7M	0.54%	38
2024 Q3	$18.2M	Sell	269,525 -4,344	-2%	-$283K	0.34%	56
2024 Q2	$17.5M	Sell	273,869 -12,499	-4%	-$769K	0.34%	54
2024 Q1	$17.6M	Buy	+286,368	New	+$16.8M	0.41%	48

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

Waverly Advisors's SPYM Position: Q1 2026 in Review

Waverly Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.8% in Q1 2026, buying an estimated $832K and bringing the position to 587,224 shares worth $44.9M. The position accounts for 0.34% of the portfolio, ranked #69.

Waverly Advisors first reported a position in SPYM in Q1 2024 and has held it in 9 quarters since. The position peaked at $46.3M in Q4 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Waverly Advisors held 587,224 shares of State Street SPDR Portfolio S&P 500 ETF worth $44.9M as of Q1 2026.
Waverly Advisors bought 10,399 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $832K.
State Street SPDR Portfolio S&P 500 ETF made up 0.34% of Waverly Advisors's portfolio in Q1 2026, its #69 holding.
Waverly Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
Waverly Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $46.3M in Q4 2025.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.