AFG
SPYM

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

Albion Financial Group’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 		$14.1M Buy
160,482
+141,347
+739% +$12.1M 0.82% 34
2026
Q1 		$1.46M Sell
19,135
-79,551
-81% -$6.36M 0.09% 90
2025
Q4 		$7.92M Buy
98,686
+98,504
+54,123% +$7.83M 0.49% 48
2025
Q3 		$14.3K Buy
182
+90
+98% +$6.79K ﹤0.01% 360
2025
Q2 		$6.69K Buy
92
+27
+42% +$1.82K ﹤0.01% 396
2025
Q1 		$4.28K Buy
65
+60
+1,200% +$4.15K ﹤0.01% 428
2024
Q4 		$345 Hold
5
– – ﹤0.01% 648
2024
Q3 		$338 Hold
5
– – ﹤0.01% 481
2024
Q2 		$320 Buy
+5
New +$308 ﹤0.01% 485

Other funds holding SPYM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
GT
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Albion Financial Group's SPYM Position: Q2 2026 in Review

Albion Financial Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 739% in Q2 2026, buying an estimated $12.1M and bringing the position to 160,482 shares worth $14.1M. The position accounts for 0.82% of the portfolio, ranked #34.

Albion Financial Group first reported a position in SPYM in Q2 2024 and has held it in 9 quarters since. 947 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Albion Financial Group held 160,482 shares of State Street SPDR Portfolio S&P 500 ETF worth $14.1M as of Q2 2026.
  • Albion Financial Group bought 141,347 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $12.1M.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.82% of Albion Financial Group's portfolio in Q2 2026, its #34 holding.
  • Albion Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
  • 947 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.