Wedbush Securities’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Wedbush Securities’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	$3.72M	Buy	48,636 +8,019	+20%	+$641K	0.11%	147
2025 Q4	$3.26M	Buy	40,617 +33,486	+470%	+$2.66M	0.1%	163
2025 Q3	$559K	Buy	7,131 +730	+11%	+$55.1K	0.02%	623
2025 Q2	$465K	Buy	6,401 +804	+14%	+$54.1K	0.02%	660
2025 Q1	$368K	Buy	5,597 +470	+9%	+$32.5K	0.01%	721
2024 Q4	$353K	Sell	5,127 -1,492	-23%	-$103K	0.01%	751
2024 Q3	$447K	Sell	6,619 -133	-2%	-$8.65K	0.02%	646
2024 Q2	$432K	Buy	6,752 +187	+3%	+$11.5K	0.02%	680
2024 Q1	$404K	Buy	6,565 +625	+11%	+$36.6K	0.02%	733
2023 Q4	$332K	Buy	+5,940	New	+$311K	0.01%	725
2022 Q2	–	Sell	-4,990	Closed	-$265K	–	1168
2022 Q1	$265K	Buy	4,990 +503	+11%	+$26.3K	0.01%	855
2021 Q4	$251K	Buy	+4,487	New	+$242K	0.01%	957

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

Wedbush Securities's SPYM Position: Q1 2026 in Review

Wedbush Securities increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 20% in Q1 2026, buying an estimated $641K and bringing the position to 48,636 shares worth $3.72M. The position accounts for 0.11% of the portfolio, ranked #147.

Wedbush Securities first reported a position in SPYM in Q4 2021 and has held it in 12 quarters since. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Wedbush Securities held 48,636 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.72M as of Q1 2026.
Wedbush Securities bought 8,019 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $641K.
State Street SPDR Portfolio S&P 500 ETF made up 0.11% of Wedbush Securities's portfolio in Q1 2026, its #147 holding.
Wedbush Securities first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 12 quarters since.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.