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

Woodside 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	-4,447	Closed	-$357K	–	70
2025 Q4	$357K	Buy	4,447 +16	+0.4%	+$1.27K	0.27%	33
2025 Q3	$347K	Sell	4,431 -244	-5%	-$18.4K	0.27%	32
2025 Q2	$340K	Buy	4,675 +390	+9%	+$26.2K	0.29%	31
2025 Q1	$282K	Buy	+4,285	New	+$296K	0.26%	33

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

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

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Woodside Wealth Management's SPYM Position: Q1 2026 in Review

Woodside Wealth Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2026, closing a stake of 4,447 shares — an estimated $357K sold.

Woodside Wealth Management first reported a position in SPYM in Q1 2025 and held it in 4 quarters. The position peaked at $357K in Q4 2025. 1,602 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Woodside Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
Woodside Wealth Management sold 4,447 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $357K.
Woodside Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and held it in 4 quarters.
Woodside Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $357K in Q4 2025.
1,602 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Woodside Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.