Accredited Investors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Accredited Investors’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	$642K	Sell	7,304 -9	-0.1%	-$768	0.03%	155
2026 Q1	$560K	Sell	7,313 -125	-2%	-$10K	0.03%	147
2025 Q4	$597K	Buy	7,438 +608	+9%	+$48.4K	0.03%	145
2025 Q3	$535K	Hold	6,830	–	–	0.03%	144
2025 Q2	$496K	Sell	6,830 -89	-1%	-$5.99K	0.03%	135
2025 Q1	$455K	Hold	6,919	–	–	0.03%	134
2024 Q4	$477K	Hold	6,919	–	–	0.03%	133
2024 Q3	$467K	Buy	+6,919	New	+$450K	0.03%	135

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

Accredited Investors's SPYM Position: Q2 2026 in Review

Accredited Investors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.12% in Q2 2026, selling an estimated $768 and leaving 7,304 shares worth $642K. The position accounts for 0.03% of the portfolio, ranked #155.

Accredited Investors 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.

Accredited Investors held 7,304 shares of State Street SPDR Portfolio S&P 500 ETF worth $642K as of Q2 2026.
Accredited Investors sold 9 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $768.
State Street SPDR Portfolio S&P 500 ETF made up 0.03% of Accredited Investors's portfolio in Q2 2026, its #155 holding.
Accredited Investors 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 Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.