WF
SPYM

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

Welch & Forbes’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 		– Sell
-2,786
Closed -$223K – 378
2025
Q4 		$223K Buy
2,786
+11
+0.4% +$875 ﹤0.01% 359
2025
Q3 		$217K Sell
2,775
-1,500
-35% -$113K ﹤0.01% 367
2025
Q2 		$311K Hold
4,275
– – ﹤0.01% 321
2025
Q1 		$281K Sell
4,275
-200
-4% -$13.8K ﹤0.01% 326
2024
Q4 		$309K Buy
4,475
+256
+6% +$17.7K ﹤0.01% 324
2024
Q3 		$285K Buy
+4,219
New +$274K ﹤0.01% 337

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Welch & Forbes's SPYM Position: Q1 2026 in Review

Welch & Forbes sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2026, closing a stake of 2,786 shares — an estimated $223K sold.

Welch & Forbes first reported a position in SPYM in Q3 2024 and held it in 6 quarters. The position peaked at $311K in Q2 2025. 1,605 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Welch & Forbes reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Welch & Forbes sold 2,786 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $223K.
  • Welch & Forbes first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and held it in 6 quarters.
  • Welch & Forbes's State Street SPDR Portfolio S&P 500 ETF position peaked at $311K in Q2 2025.
  • 1,605 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Welch & Forbes's 13F filing for Q1 2026, filed 1 May 2026.