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

Altrius Capital Management’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	$727K	Sell	8,278 -475	-5%	-$40.5K	0.14%	77
2026 Q1	$670K	Buy	8,753 +658	+8%	+$52.6K	0.13%	75
2025 Q4	$649K	Buy	8,095 +366	+5%	+$29.1K	0.14%	75
2025 Q3	$605K	Sell	7,729 -2,682	-26%	-$202K	0.14%	75
2025 Q2	$757K	Buy	10,411 +81	+0.8%	+$5.45K	0.18%	73
2025 Q1	$679K	Sell	10,330 -886	-8%	-$61.3K	0.17%	73
2024 Q4	$773K	Sell	11,216 -1,211	-10%	-$83.9K	0.21%	73
2024 Q3	$839K	Sell	12,427 -422	-3%	-$27.4K	0.21%	73
2024 Q2	$822K	Sell	12,849 -197	-2%	-$12.1K	0.22%	74
2024 Q1	$803K	Sell	13,046 -1,464	-10%	-$85.7K	0.2%	74
2023 Q4	$811K	Sell	14,510 -1,139	-7%	-$59.7K	0.23%	74
2023 Q3	$787K	Sell	15,649 -1,392	-8%	-$72.8K	0.23%	74
2023 Q2	$888K	Sell	17,041 -1,747	-9%	-$86.2K	0.26%	74
2023 Q1	$905K	Sell	18,788 -5,119	-21%	-$240K	0.28%	72
2022 Q4	$1.08M	Sell	23,907 -3,619	-13%	-$164K	0.34%	75
2022 Q3	$1.16M	Sell	27,526 -3,584	-12%	-$167K	0.44%	72
2022 Q2	$1.38M	Buy	+31,110	New	+$1.5M	0.45%	72

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

Altrius Capital Management's SPYM Position: Q2 2026 in Review

Altrius Capital Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.4% in Q2 2026, selling an estimated $40.5K and leaving 8,278 shares worth $727K. The position accounts for 0.14% of the portfolio, ranked #77.

Altrius Capital Management first reported a position in SPYM in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.38M in Q2 2022. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Altrius Capital Management held 8,278 shares of State Street SPDR Portfolio S&P 500 ETF worth $727K as of Q2 2026.
Altrius Capital Management sold 475 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $40.5K.
State Street SPDR Portfolio S&P 500 ETF made up 0.14% of Altrius Capital Management's portfolio in Q2 2026, its #77 holding.
Altrius Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2022 and has held it in 17 quarters since.
Altrius Capital Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.38M in Q2 2022.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Altrius Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.