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

Allworth 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	$1.29M	Buy	14,654 +2,106	+17%	+$180K	0.01%	653
2026 Q1	$960K	Buy	12,548 +1,037	+9%	+$82.9K	﹤0.01%	725
2025 Q4	$923K	Buy	11,511 +2,261	+24%	+$180K	﹤0.01%	723
2025 Q3	$725K	Buy	9,250 +820	+10%	+$61.9K	﹤0.01%	753
2025 Q2	$613K	Buy	8,430 +1,639	+24%	+$110K	﹤0.01%	777
2025 Q1	$437K	Sell	6,791 -337	-5%	-$23.3K	﹤0.01%	711
2024 Q4	$509K	Buy	7,128 +662	+10%	+$45.9K	﹤0.01%	687
2024 Q3	$437K	Sell	6,466 -1,929	-23%	-$125K	﹤0.01%	610
2024 Q2	$542K	Buy	8,395 +1,977	+31%	+$122K	﹤0.01%	556
2024 Q1	$395K	Buy	6,418 +1,312	+26%	+$76.8K	﹤0.01%	608
2023 Q4	$285K	Buy	5,106 +239	+5%	+$12.5K	﹤0.01%	643
2023 Q3	$245K	Hold	4,867	–	–	﹤0.01%	640
2023 Q2	$254K	Hold	4,867	–	–	﹤0.01%	638
2023 Q1	$234K	Buy	4,867 +3	+0.1%	+$141	﹤0.01%	618
2022 Q4	$219K	Sell	4,864 -1,240	-20%	-$56K	﹤0.01%	612
2022 Q3	$256K	Buy	6,104 +675	+12%	+$31.5K	﹤0.01%	540
2022 Q2	$241K	Sell	5,429 -4,249	-44%	-$205K	﹤0.01%	524
2022 Q1	$514K	Sell	9,678 -3,941	-29%	-$206K	0.01%	390
2021 Q4	$760K	Sell	13,619 -6,626	-33%	-$358K	0.01%	321
2021 Q3	$1.02M	Buy	20,245 +20,035	+9,540%	+$1.04M	0.02%	235
2021 Q2	$11K	Buy	+210	New	+$10.3K	﹤0.01%	1026
2020 Q2	–	Sell	-836	Closed	-$25K	–	1356
2020 Q1	$25K	Buy	+836	New	+$30K	﹤0.01%	526

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

Allworth Financial's SPYM Position: Q2 2026 in Review

Allworth Financial increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 17% in Q2 2026, buying an estimated $180K and bringing the position to 14,654 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #653.

Allworth Financial first reported a position in SPYM in Q1 2020 and has held it in 22 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Allworth Financial held 14,654 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.29M as of Q2 2026.
Allworth Financial bought 2,106 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $180K.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #653 holding.
Allworth Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2020 and has held it in 22 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 Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.