Wayfinding Financial’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Wayfinding Financial’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	$483K	Sell	6,314 -288	-4%	-$23K	0.21%	71
2025 Q4	$529K	Buy	6,602 +125	+2%	+$9.94K	0.22%	77
2025 Q3	$507K	Sell	6,477 -168	-3%	-$12.7K	0.22%	75
2025 Q2	$493K	Buy	+6,645	New	+$447K	0.22%	74
2023 Q1	–	Sell	-20,563	Closed	-$1.04M	–	127
2022 Q4	$1.04M	Sell	20,563 -8,784	-30%	-$397K	0.84%	21
2022 Q3	$1.23M	Buy	29,347 +2,253	+8%	+$105K	1.15%	15
2022 Q2	$1.2M	Buy	27,094 +2,045	+8%	+$98.5K	1.06%	17
2022 Q1	$1.21M	Buy	25,049 +4,486	+22%	+$235K	1.01%	16
2021 Q4	$1.04M	Buy	+20,563	New	+$1.11M	0.84%	21

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

Wayfinding Financial's SPYM Position: Q1 2026 in Review

Wayfinding Financial reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.4% in Q1 2026, selling an estimated $23K and leaving 6,314 shares worth $483K. The position accounts for 0.21% of the portfolio, ranked #71.

Wayfinding Financial first reported a position in SPYM in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.23M in Q3 2022. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Wayfinding Financial held 6,314 shares of State Street SPDR Portfolio S&P 500 ETF worth $483K as of Q1 2026.
Wayfinding Financial sold 288 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $23K.
State Street SPDR Portfolio S&P 500 ETF made up 0.21% of Wayfinding Financial's portfolio in Q1 2026, its #71 holding.
Wayfinding Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 9 quarters since.
Wayfinding Financial's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.23M in Q3 2022.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.