AFS
SPYM

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

Access Financial Services’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 		$2.28M Buy
25,952
+585
+2% +$49.9K 0.75% 20
2026
Q1 		$1.94M Buy
25,367
+288
+1% +$23K 0.69% 22
2025
Q4 		$2.01M Buy
25,079
+138
+0.6% +$11K 0.73% 23
2025
Q3 		$1.95M Buy
24,941
+569
+2% +$42.9K 0.71% 20
2025
Q2 		$1.77M Buy
24,372
+400
+2% +$26.9K 0.67% 28
2025
Q1 		$1.58M Sell
23,972
-631
-3% -$43.6K 0.63% 34
2024
Q4 		$1.7M Buy
24,603
+357
+1% +$24.7K 0.76% 29
2024
Q3 		$1.64M Sell
24,246
-1,897
-7% -$123K 0.75% 31
2024
Q2 		$1.67M Sell
26,143
-47
-0.2% -$2.89K 0.76% 26
2024
Q1 		$1.61M Buy
26,190
+480
+2% +$28.1K 0.72% 37
2023
Q4 		$1.44M Buy
+25,710
New +$1.35M 0.74% 42

Other funds holding SPYM

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Access Financial Services's SPYM Position: Q2 2026 in Review

Access Financial Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.3% in Q2 2026, buying an estimated $49.9K and bringing the position to 25,952 shares worth $2.28M. The position accounts for 0.75% of the portfolio, ranked #20.

Access Financial Services first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. 334 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Access Financial Services held 25,952 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.28M as of Q2 2026.
  • Access Financial Services bought 585 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $49.9K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.75% of Access Financial Services's portfolio in Q2 2026, its #20 holding.
  • Access Financial Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 334 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.