Willis Johnson & Associates’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Willis Johnson & Associates’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	$348K	Buy	4,544 +7	+0.2%	+$560	0.02%	139
2025 Q4	$364K	Sell	4,537 -35	-0.8%	-$2.78K	0.02%	125
2025 Q3	$358K	Buy	4,572 +1,135	+33%	+$85.6K	0.02%	124
2025 Q2	$250K	Buy	3,437 +96	+3%	+$6.46K	0.02%	146
2025 Q1	$220K	Buy	+3,341	New	+$231K	0.02%	148
2024 Q3	–	Sell	-7,754	Closed	-$496K	–	175
2024 Q2	$496K	Buy	+7,754	New	+$477K	0.04%	93

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

Willis Johnson & Associates's SPYM Position: Q1 2026 in Review

Willis Johnson & Associates increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.15% in Q1 2026, buying an estimated $560 and bringing the position to 4,544 shares worth $348K. The position accounts for 0.02% of the portfolio, ranked #139.

Willis Johnson & Associates first reported a position in SPYM in Q2 2024 and has held it in 6 quarters since. The position peaked at $496K in Q2 2024. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Willis Johnson & Associates held 4,544 shares of State Street SPDR Portfolio S&P 500 ETF worth $348K as of Q1 2026.
Willis Johnson & Associates bought 7 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $560.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Willis Johnson & Associates's portfolio in Q1 2026, its #139 holding.
Willis Johnson & Associates first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 6 quarters since.
Willis Johnson & Associates's State Street SPDR Portfolio S&P 500 ETF position peaked at $496K in Q2 2024.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.