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

Align Financial’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	$83.3K	Hold	948	–	–	0.04%	127
2026 Q1	$72.6K	Sell	948 -75,101	-99%	-$6.01M	0.04%	129
2025 Q4	$76M	Buy	+76,049	New	+$6.05M	0.04%	127

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

Align Financial's SPYM Position: Q2 2026 in Review

Align Financial held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 948 shares worth $83.3K. The position accounts for 0.04% of the portfolio, ranked #127.

Align Financial first reported a position in SPYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $76M in Q4 2025. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Align Financial held 948 shares of State Street SPDR Portfolio S&P 500 ETF worth $83.3K as of Q2 2026.
Align Financial left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.04% of Align Financial's portfolio in Q2 2026, its #127 holding.
Align Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
Align Financial's State Street SPDR Portfolio S&P 500 ETF position peaked at $76M in Q4 2025.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Align Financial's 13F filing for Q2 2026, filed 27 Jul 2026.