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

Alpha Financial Partners’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	$4.72M	Sell	53,760 -8,956	-14%	-$764K	2.48%	9
2026 Q1	$4.8M	Buy	62,716 +15	+0%	+$1.2K	2.84%	8
2025 Q4	$5.03M	Buy	62,701 +16	+0%	+$1.27K	3.07%	7
2025 Q3	$4.91M	Sell	62,685 -13,904	-18%	-$1.05M	3.19%	6
2025 Q2	$5.57M	Buy	76,589 +4,702	+7%	+$316K	4.01%	5
2025 Q1	$4.73M	Hold	71,887	–	–	3.79%	5
2024 Q4	$4.96M	Buy	+71,887	New	+$4.98M	3.92%	5
2024 Q3	–	Sell	-71,887	Closed	-$4.6M	–	147
2024 Q2	$4.6M	Buy	71,887 +249	+0.3%	+$15.3K	3.98%	5
2024 Q1	$4.41M	Buy	71,638 +34,838	+95%	+$2.04M	4.01%	5
2023 Q4	$2.06M	Buy	+36,800	New	+$1.93M	2.03%	11

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

Alpha Financial Partners's SPYM Position: Q2 2026 in Review

Alpha Financial Partners reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 14% in Q2 2026, selling an estimated $764K and leaving 53,760 shares worth $4.72M. The position accounts for 2.48% of the portfolio, ranked #9.

Alpha Financial Partners first reported a position in SPYM in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.57M in Q2 2025. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Alpha Financial Partners held 53,760 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.72M as of Q2 2026.
Alpha Financial Partners sold 8,956 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $764K.
State Street SPDR Portfolio S&P 500 ETF made up 2.48% of Alpha Financial Partners's portfolio in Q2 2026, its #9 holding.
Alpha Financial Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Alpha Financial Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $5.57M in Q2 2025.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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