AlphaCore Capital’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

AlphaCore Capital’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	$26.4M	Sell	300,169 -18,298	-6%	-$1.56M	0.48%	52
2026 Q1	$24.4M	Sell	318,467 -16,489	-5%	-$1.32M	0.58%	48
2025 Q4	$26.9M	Buy	334,956 +328,918	+5,447%	+$26.2M	0.6%	49
2025 Q3	$473K	Buy	6,038 +5,951	+6,840%	+$449K	0.02%	469
2025 Q2	$6.33K	Buy	87 +51	+142%	+$3.43K	﹤0.01%	988
2025 Q1	$2.37K	Buy	+36	New	+$2.49K	﹤0.01%	738
2021 Q4	–	Sell	-283	Closed	-$14K	–	125
2021 Q3	$14K	Buy	+283	New	+$14.7K	0.01%	100

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

AlphaCore Capital's SPYM Position: Q2 2026 in Review

AlphaCore Capital reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.7% in Q2 2026, selling an estimated $1.56M and leaving 300,169 shares worth $26.4M. The position accounts for 0.48% of the portfolio, ranked #52.

AlphaCore Capital first reported a position in SPYM in Q3 2021 and has held it in 7 quarters since. The position peaked at $26.9M in Q4 2025. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

AlphaCore Capital held 300,169 shares of State Street SPDR Portfolio S&P 500 ETF worth $26.4M as of Q2 2026.
AlphaCore Capital sold 18,298 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.56M.
State Street SPDR Portfolio S&P 500 ETF made up 0.48% of AlphaCore Capital's portfolio in Q2 2026, its #52 holding.
AlphaCore Capital first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2021 and has held it in 7 quarters since.
AlphaCore Capital's State Street SPDR Portfolio S&P 500 ETF position peaked at $26.9M in Q4 2025.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.