Advisory Alpha’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Advisory Alpha’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	$19.5M	Buy	221,997 +1,212	+0.5%	+$103K	0.48%	42
2026 Q1	$16.9M	Buy	220,785 +2,043	+0.9%	+$163K	0.46%	44
2025 Q4	$17.5M	Sell	218,742 -20,881	-9%	-$1.66M	0.48%	43
2025 Q3	$18.9M	Buy	239,623 +2,032	+0.9%	+$153K	0.53%	40
2025 Q2	$17.3M	Buy	237,591 +12,021	+5%	+$808K	0.54%	42
2025 Q1	$14.8M	Buy	225,570 +7,722	+4%	+$534K	0.5%	41
2024 Q4	$15M	Buy	217,848 +15,065	+7%	+$1.04M	0.53%	36
2024 Q3	$13.7M	Sell	202,783 -1,716	-0.8%	-$112K	0.49%	37
2024 Q2	$13.1M	Buy	204,499 +107,051	+110%	+$6.59M	0.52%	35
2024 Q1	$6M	Sell	97,448 -436,705	-82%	-$25.6M	0.25%	57
2023 Q4	$29.9M	Sell	534,153 -48,543	-8%	-$2.54M	1.37%	21
2023 Q3	$29.3M	Sell	582,696 -70,024	-11%	-$3.66M	1.51%	19
2023 Q2	$34M	Buy	652,720 +207,170	+46%	+$10.2M	1.75%	14
2023 Q1	$21.5M	Buy	445,550 +4,518	+1%	+$212K	1.36%	22
2022 Q4	$19.8M	Buy	441,032 +43,130	+11%	+$1.95M	1.4%	23
2022 Q3	$16.7M	Sell	397,902 -7,706	-2%	-$360K	1.27%	24
2022 Q2	$18M	Sell	405,608 -15,146	-4%	-$730K	1.35%	21
2022 Q1	$22.4M	Sell	420,754 -35,845	-8%	-$1.88M	1.44%	21
2021 Q4	$25.5M	Buy	456,599 +6,861	+2%	+$370K	1.49%	21
2021 Q3	$22.7M	Sell	449,738 -4,230	-0.9%	-$219K	1.57%	20
2021 Q2	$22.8M	Sell	453,968 -85,646	-16%	-$4.2M	1.87%	18
2021 Q1	$25.2M	Sell	539,614 -320,790	-37%	-$14.5M	2.53%	14
2020 Q4	$37.8M	Buy	860,404 +12,986	+2%	+$542K	7.73%	4
2020 Q3	$33.9M	Buy	847,418 +26,576	+3%	+$1.03M	7.29%	4
2020 Q2	$32.5M	Buy	820,842 +201,851	+33%	+$6.94M	7.2%	4
2020 Q1	$20.3M	Buy	618,991 +36,758	+6%	+$1.32M	5.69%	7
2019 Q4	$22.5M	Buy	582,233 +71,516	+14%	+$2.59M	5.46%	4
2019 Q3	$17.5M	Buy	510,717 +102,295	+25%	+$3.56M	5.17%	4
2019 Q2	$14.3M	Buy	408,422 +42,475	+12%	+$1.44M	4.77%	7
2019 Q1	$12.4M	Buy	365,947 +7,370	+2%	+$235K	4.47%	7
2018 Q4	$11.4M	Sell	358,577 -23,201	-6%	-$732K	5.39%	7
2018 Q3	$11.8M	Buy	381,778 +41,734	+12%	+$1.4M	3.01%	10
2018 Q2	$11.2M	Buy	+340,044	New	+$10.8M	2.82%	10

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

Advisory Alpha's SPYM Position: Q2 2026 in Review

Advisory Alpha increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.55% in Q2 2026, buying an estimated $103K and bringing the position to 221,997 shares worth $19.5M. The position accounts for 0.48% of the portfolio, ranked #42.

Advisory Alpha first reported a position in SPYM in Q2 2018 and has held it in 33 quarters since. The position peaked at $37.8M in Q4 2020. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Advisory Alpha held 221,997 shares of State Street SPDR Portfolio S&P 500 ETF worth $19.5M as of Q2 2026.
Advisory Alpha bought 1,212 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $103K.
State Street SPDR Portfolio S&P 500 ETF made up 0.48% of Advisory Alpha's portfolio in Q2 2026, its #42 holding.
Advisory Alpha first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2018 and has held it in 33 quarters since.
Advisory Alpha's State Street SPDR Portfolio S&P 500 ETF position peaked at $37.8M in Q4 2020.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.