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

Wealth Management Nebraska’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 Q3	$48.4M	Sell	539,530 -3,285	-0.6%	-$294K	4.24%	9
2026 Q2	$47.7M	Sell	542,815 -1,716	-0.3%	-$146K	4.26%	9
2026 Q1	$41.7M	Buy	+544,531	New	+$43.6M	4.22%	9
2025 Q4	–	Sell	-561,408	Closed	-$44M	–	96
2025 Q3	$44M	Sell	561,408 -14,206	-2%	-$1.07M	5.24%	8
2025 Q2	$41.6M	Buy	575,614 +3,001	+0.5%	+$202K	5.63%	7
2025 Q1	$37.7M	Buy	+572,613	New	+$39.6M	5.73%	6

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Wealth Management Nebraska's SPYM Position: Q3 2026 in Review

Wealth Management Nebraska reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.61% in Q3 2026, selling an estimated $294K and leaving 539,530 shares worth $48.4M. The position accounts for 4.24% of the portfolio, ranked #9.

Wealth Management Nebraska first reported a position in SPYM in Q1 2025 and has held it in 6 quarters since. 1,619 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Wealth Management Nebraska held 539,530 shares of State Street SPDR Portfolio S&P 500 ETF worth $48.4M as of Q3 2026.
Wealth Management Nebraska sold 3,285 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $294K.
State Street SPDR Portfolio S&P 500 ETF made up 4.24% of Wealth Management Nebraska's portfolio in Q3 2026, its #9 holding.
Wealth Management Nebraska first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
1,619 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Wealth Management Nebraska's 13F filing for Q3 2026, filed 26 Oct 2026.