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

American Financial Advisors’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	$3.24M	Sell	36,840 -79	-0.2%	-$6.74K	0.39%	36
2026 Q1	$2.83M	Buy	36,919 +1,704	+5%	+$136K	0.38%	34
2025 Q4	$2.82M	Sell	35,215 -287	-0.8%	-$22.8K	0.36%	34
2025 Q3	$2.78M	Buy	35,502 +24,957	+237%	+$1.88M	0.36%	36
2025 Q2	$767K	Buy	10,545 +20	+0.2%	+$1.34K	0.11%	72
2025 Q1	$692K	Buy	10,525 +2,231	+27%	+$154K	0.1%	66
2024 Q4	$572K	Buy	8,294 +676	+9%	+$46.9K	0.08%	73
2024 Q3	$514K	Buy	7,618 +2,847	+60%	+$185K	0.07%	78
2024 Q2	$305K	Buy	+4,771	New	+$294K	0.04%	113

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

American Financial Advisors's SPYM Position: Q2 2026 in Review

American Financial Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.21% in Q2 2026, selling an estimated $6.74K and leaving 36,840 shares worth $3.24M. The position accounts for 0.39% of the portfolio, ranked #36.

American Financial Advisors first reported a position in SPYM in Q2 2024 and has held it in 9 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

American Financial Advisors held 36,840 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.24M as of Q2 2026.
American Financial Advisors sold 79 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $6.74K.
State Street SPDR Portfolio S&P 500 ETF made up 0.39% of American Financial Advisors's portfolio in Q2 2026, its #36 holding.
American Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 9 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 American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.