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

Advisor Resource Council’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	$2.19M	Buy	24,810 +7,857	+46%	+$670K	0.62%	26
2026 Q1	$1.3M	Sell	16,953 -5,058	-23%	-$405K	0.42%	37
2025 Q4	$1.8M	Buy	+22,011	New	+$1.75M	0.64%	27
2025 Q3	–	Sell	-11,712	Closed	-$851K	–	161
2025 Q2	$851K	Sell	11,712 -175,845	-94%	-$11.8M	0.33%	48
2025 Q1	$11.6M	Buy	+187,557	New	+$13M	0.94%	18
2024 Q4	–	Sell	-21,298	Closed	-$1.44M	–	241
2024 Q3	$1.44M	Buy	21,298 +8,111	+62%	+$527K	0.65%	33
2024 Q2	$43.7K	Sell	13,187 -6,856	-34%	-$422K	0.08%	29
2024 Q1	$1.12M	Sell	20,043 -119,793	-86%	-$7.02M	0.47%	46
2023 Q4	$7.82M	Buy	+139,836	New	+$7.33M	0.91%	23
2023 Q3	–	Sell	-9,517	Closed	-$496K	–	174
2023 Q2	$496K	Sell	9,517 -3,878	-29%	-$191K	0.22%	75
2023 Q1	$645K	Buy	13,395 +5,837	+77%	+$274K	0.16%	156
2022 Q4	$340K	Sell	7,558 -6,586	-47%	-$298K	0.17%	109
2022 Q3	$594K	Sell	14,144 -424,676	-97%	-$19.8M	0.4%	67
2022 Q2	$19.5M	Buy	438,820 +393,431	+867%	+$19M	1.8%	8
2022 Q1	$2.41M	Sell	45,389 -1,040,615	-96%	-$54.5M	0.72%	37
2021 Q4	$60.6M	Buy	1,086,004 +1,023,262	+1,631%	+$55.3M	4.72%	2
2021 Q3	$3.17M	Sell	62,742 -864,397	-93%	-$44.8M	0.96%	22
2021 Q2	$46.7M	Buy	+927,139	New	+$45.5M	4.87%	2

Other funds holding SPYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Advisor Resource Council's SPYM Position: Q2 2026 in Review

Advisor Resource Council increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 46% in Q2 2026, buying an estimated $670K and bringing the position to 24,810 shares worth $2.19M. The position accounts for 0.62% of the portfolio, ranked #26.

Advisor Resource Council first reported a position in SPYM in Q2 2021 and has held it in 18 quarters since. The position peaked at $60.6M in Q4 2021. 947 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Advisor Resource Council held 24,810 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.19M as of Q2 2026.
Advisor Resource Council bought 7,857 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $670K.
State Street SPDR Portfolio S&P 500 ETF made up 0.62% of Advisor Resource Council's portfolio in Q2 2026, its #26 holding.
Advisor Resource Council first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2021 and has held it in 18 quarters since.
Advisor Resource Council's State Street SPDR Portfolio S&P 500 ETF position peaked at $60.6M in Q4 2021.
947 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.