Advisor OS’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Advisor OS’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	$23.6M	Buy	268,913 +31,568	+13%	+$2.69M	1.58%	12
2026 Q1	$18.2M	Sell	237,345 -2,296	-1%	-$184K	1.32%	15
2025 Q4	$19.2M	Sell	239,641 -7,094	-3%	-$564K	1.55%	14
2025 Q3	$19.3M	Buy	246,735 +78,873	+47%	+$5.95M	1.67%	13
2025 Q2	$12.2M	Buy	167,862 +29,035	+21%	+$1.95M	1.2%	16
2025 Q1	$9.13M	Sell	138,827 -3,615	-3%	-$250K	1.04%	20
2024 Q4	$9.82M	Sell	142,442 -128,778	-47%	-$8.93M	1.14%	18
2024 Q3	$18.3M	Buy	271,220 +21,270	+9%	+$1.38M	1.82%	12
2024 Q2	$16M	Buy	249,950 +36,584	+17%	+$2.25M	1.75%	12
2024 Q1	$13.1M	Buy	213,366 +49,650	+30%	+$2.91M	1.51%	15
2023 Q4	$9.15M	Sell	163,716 -12,571	-7%	-$659K	1.19%	16
2023 Q3	$8.86M	Buy	176,287 +21,663	+14%	+$1.13M	1.33%	15
2023 Q2	$8.06M	Buy	154,624 +84,496	+120%	+$4.17M	1.32%	14
2023 Q1	$3.38M	Buy	70,128 +13,833	+25%	+$649K	0.81%	23
2022 Q4	$2.53M	Buy	56,295 +6,136	+12%	+$277K	0.67%	36
2022 Q3	$2.11M	Sell	50,159 -19,672	-28%	-$919K	0.63%	33
2022 Q2	$3.1M	Sell	69,831 -4,690	-6%	-$226K	0.9%	23
2022 Q1	$3.96M	Buy	74,521 +21,297	+40%	+$1.12M	1.15%	18
2021 Q4	$2.97M	Buy	+53,224	New	+$2.87M	0.61%	37

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

Advisor OS's SPYM Position: Q2 2026 in Review

Advisor OS increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 13% in Q2 2026, buying an estimated $2.69M and bringing the position to 268,913 shares worth $23.6M. The position accounts for 1.58% of the portfolio, ranked #12.

Advisor OS first reported a position in SPYM in Q4 2021 and has held it in 19 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Advisor OS held 268,913 shares of State Street SPDR Portfolio S&P 500 ETF worth $23.6M as of Q2 2026.
Advisor OS bought 31,568 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.69M.
State Street SPDR Portfolio S&P 500 ETF made up 1.58% of Advisor OS's portfolio in Q2 2026, its #12 holding.
Advisor OS first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 19 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 Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.