Welch Capital Partners’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Welch Capital Partners’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	$9.18M	Sell	119,937 -28,270	-19%	-$2.26M	2.07%	6
2025 Q4	$11.9M	Sell	148,207 -2,233	-1%	-$178K	2.38%	6
2025 Q3	$11.8M	Sell	150,440 -118,045	-44%	-$8.9M	2.43%	6
2025 Q2	$19.5M	Sell	268,485 -69,912	-21%	-$4.7M	4.35%	5
2025 Q1	$22.3M	Buy	338,397 +216,044	+177%	+$14.9M	5.3%	4
2024 Q4	$8.44M	Sell	122,353 -7,821	-6%	-$542K	1.82%	7
2024 Q3	$8.79M	Buy	130,174 +50,035	+62%	+$3.25M	1.96%	7
2024 Q2	$5.13M	Buy	80,139 +65,359	+442%	+$4.02M	1.21%	9
2024 Q1	$909K	Hold	14,780	–	–	0.23%	11
2023 Q4	$826K	Hold	14,780	–	–	0.22%	11
2023 Q3	$743K	Buy	+14,780	New	+$773K	0.21%	12

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

Welch Capital Partners's SPYM Position: Q1 2026 in Review

Welch Capital Partners reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 19% in Q1 2026, selling an estimated $2.26M and leaving 119,937 shares worth $9.18M. The position accounts for 2.07% of the portfolio, ranked #6.

Welch Capital Partners first reported a position in SPYM in Q3 2023 and has held it in 11 quarters since. The position peaked at $22.3M in Q1 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Welch Capital Partners held 119,937 shares of State Street SPDR Portfolio S&P 500 ETF worth $9.18M as of Q1 2026.
Welch Capital Partners sold 28,270 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $2.26M.
State Street SPDR Portfolio S&P 500 ETF made up 2.07% of Welch Capital Partners's portfolio in Q1 2026, its #6 holding.
Welch Capital Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2023 and has held it in 11 quarters since.
Welch Capital Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $22.3M in Q1 2025.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Welch Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.