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

Winthrop Capital 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 Q2	$145K	Hold	1,650	–	–	0.04%	132
2026 Q1	$126K	Hold	1,650	–	–	0.03%	143
2025 Q4	$132K	Hold	1,650	–	–	0.03%	143
2025 Q3	$129K	Hold	1,650	–	–	0.03%	133
2025 Q2	$120K	Buy	1,650 +23	+1%	+$1.55K	0.03%	144
2025 Q1	$107K	Sell	1,627 -545	-25%	-$37.7K	0.03%	135
2024 Q4	$150K	Hold	2,172	–	–	0.04%	135
2024 Q3	$147K	Hold	2,172	–	–	0.07%	67
2024 Q2	$139K	Sell	2,172 -196	-8%	-$12.1K	0.07%	64
2024 Q1	$146K	Hold	2,368	–	–	0.07%	69
2023 Q4	$132K	Buy	+2,368	New	+$124K	0.04%	132

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Winthrop Capital Management's SPYM Position: Q2 2026 in Review

Winthrop Capital Management held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 1,650 shares worth $145K. The position accounts for 0.04% of the portfolio, ranked #132.

Winthrop Capital Management first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. The position peaked at $150K in Q4 2024. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Winthrop Capital Management held 1,650 shares of State Street SPDR Portfolio S&P 500 ETF worth $145K as of Q2 2026.
Winthrop Capital Management left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.04% of Winthrop Capital Management's portfolio in Q2 2026, its #132 holding.
Winthrop Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Winthrop Capital Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $150K in Q4 2024.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.