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

Americana 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	$3.21M	Sell	36,494 -9,397	-20%	-$802K	0.07%	181
2026 Q1	$3.51M	Sell	45,891 -687,625	-94%	-$55M	0.09%	164
2025 Q4	$58.8M	Sell	733,516 -66,558	-8%	-$5.29M	1.62%	12
2025 Q3	$62.7M	Buy	800,074 +6,790	+0.9%	+$512K	1.89%	9
2025 Q2	$57.7M	Buy	793,284 +37,966	+5%	+$2.55M	1.99%	6
2025 Q1	$49.7M	Sell	755,318 -57,739	-7%	-$3.99M	1.93%	7
2024 Q4	$56.1M	Sell	813,057 -157,686	-16%	-$10.9M	2.29%	4
2024 Q3	$65.5M	Buy	970,743 +361,670	+59%	+$23.5M	4.46%	1
2024 Q2	$39M	Buy	609,073 +333,664	+121%	+$20.5M	3.06%	3
2024 Q1	$16.9M	Sell	275,409 -40,424	-13%	-$2.37M	1.41%	13
2023 Q4	$17.7M	Buy	315,833 +3,650	+1%	+$191K	1.69%	11
2023 Q3	$15.5M	Buy	312,183 +69,076	+28%	+$3.61M	1.67%	11
2023 Q2	$12.7M	Buy	243,107 +182,445	+301%	+$9M	1.63%	12
2023 Q1	$2.92M	Buy	+60,662	New	+$2.85M	0.46%	62

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

Americana Partners's SPYM Position: Q2 2026 in Review

Americana Partners reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 20% in Q2 2026, selling an estimated $802K and leaving 36,494 shares worth $3.21M. The position accounts for 0.07% of the portfolio, ranked #181.

Americana Partners first reported a position in SPYM in Q1 2023 and has held it in 14 quarters since. The position peaked at $65.5M in Q3 2024. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Americana Partners held 36,494 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.21M as of Q2 2026.
Americana Partners sold 9,397 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $802K.
State Street SPDR Portfolio S&P 500 ETF made up 0.07% of Americana Partners's portfolio in Q2 2026, its #181 holding.
Americana Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
Americana Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $65.5M in Q3 2024.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.