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BOLTON SECURITIES CORPORATION’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$1.46M Buy
+19,053
New +$1.52M 0.07% 299
2025
Q3 		$1.09M Buy
+13,865
New +$1.05M 0.05% 351
2025
Q1 		$649K Buy
+9,863
New +$682K 0.04% 423

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
USS Investment Management
USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SPYM Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2026: 19,053 shares worth $1.46M. The stake represents 0.07% of the portfolio and ranks #299 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in SPYM as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in SPYM in Q1 2025 and has held it in 3 quarters since. 1,620 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 19,053 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.46M as of Q1 2026.
  • State Street SPDR Portfolio S&P 500 ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.07% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #299 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and has held it in 3 quarters since.
  • 1,620 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.