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

Williams Jones Wealth Management’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	-2,636	Closed	-$211K	–	534
2025 Q4	$211K	Buy	2,636 +34	+1%	+$2.7K	﹤0.01%	469
2025 Q3	$204K	Buy	+2,602	New	+$196K	﹤0.01%	468
2022 Q2	–	Sell	-3,950	Closed	-$210K	–	607
2022 Q1	$210K	Hold	3,950	–	–	﹤0.01%	483
2021 Q4	$221K	Buy	+3,950	New	+$213K	﹤0.01%	447

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

Williams Jones Wealth Management's SPYM Position: Q1 2026 in Review

Williams Jones Wealth Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2026, closing a stake of 2,636 shares — an estimated $211K sold.

Williams Jones Wealth Management first reported a position in SPYM in Q4 2021 and held it in 4 quarters. The position peaked at $221K in Q4 2021. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Williams Jones Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
Williams Jones Wealth Management sold 2,636 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $211K.
Williams Jones Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and held it in 4 quarters.
Williams Jones Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $221K in Q4 2021.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.