Accelerate Investment Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Accelerate Investment Advisors’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	$24M	Sell	273,416 -8,323	-3%	-$710K	13.8%	1
2026 Q1	$21.6M	Sell	281,739 -635	-0.2%	-$50.8K	14.4%	1
2025 Q4	$22.7M	Buy	282,374 +6,498	+2%	+$517K	15.26%	1
2025 Q3	$21.6M	Buy	275,876 +16,621	+6%	+$1.25M	14.7%	1
2025 Q2	$18.8M	Buy	259,255 +12,482	+5%	+$839K	14.02%	1
2025 Q1	$16.2M	Buy	246,773 +1,031	+0.4%	+$71.3K	13.59%	1
2024 Q4	$16.9M	Buy	245,742 +6,196	+3%	+$429K	14.94%	1
2024 Q3	$16.2M	Buy	+239,546	New	+$15.6M	15.79%	1

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

Accelerate Investment Advisors's SPYM Position: Q2 2026 in Review

Accelerate Investment Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3% in Q2 2026, selling an estimated $710K and leaving 273,416 shares worth $24M. The position accounts for 13.8% of the portfolio, ranked #1.

Accelerate Investment Advisors first reported a position in SPYM in Q3 2024 and has held it in 8 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Accelerate Investment Advisors held 273,416 shares of State Street SPDR Portfolio S&P 500 ETF worth $24M as of Q2 2026.
Accelerate Investment Advisors sold 8,323 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $710K.
State Street SPDR Portfolio S&P 500 ETF made up 13.8% of Accelerate Investment Advisors's portfolio in Q2 2026, its #1 holding.
Accelerate Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Accelerate Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.