XML Financial’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

XML Financial’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 Q3	$220K	Buy	+2,453	New	+$219K	0.02%	413

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

XML Financial's SPYM Position: Q3 2026 in Review

XML Financial opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2026: 2,453 shares worth $220K. The stake represents 0.02% of the portfolio and ranks #413 among its holdings.

1,619 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

XML Financial held 2,453 shares of State Street SPDR Portfolio S&P 500 ETF worth $220K as of Q3 2026.
State Street SPDR Portfolio S&P 500 ETF was a new XML Financial position in Q3 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of XML Financial's portfolio in Q3 2026, its #413 holding.
1,619 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on XML Financial's 13F filing for Q3 2026, filed 29 Oct 2026.