AG
SPYM

AmeriFlex Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

AmeriFlex Group’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 		$96.7K Buy
+1,100
New +$93.8K 0.04% 338
2025
Q3 		– Sell
-5,878
Closed -$424K – 1329
2025
Q2 		$424K Sell
5,878
-125
-2% -$8.41K 0.22% 87
2025
Q1 		$395K Sell
6,003
-2,051
-25% -$142K 0.16% 135
2024
Q4 		$570K Buy
+8,054
New +$558K 0.26% 82

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

AmeriFlex Group's SPYM Position: Q2 2026 in Review

AmeriFlex Group opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 1,100 shares worth $96.7K. The stake represents 0.04% of the portfolio and ranks #338 among its holdings. This is a return to the name: AmeriFlex Group previously reported a position in SPYM as recently as Q2 2025.

AmeriFlex Group first reported a position in SPYM in Q4 2024 and has held it in 4 quarters since. The position peaked at $570K in Q4 2024. 1,726 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • AmeriFlex Group held 1,100 shares of State Street SPDR Portfolio S&P 500 ETF worth $96.7K as of Q2 2026.
  • State Street SPDR Portfolio S&P 500 ETF was a new AmeriFlex Group position in Q2 2026.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.04% of AmeriFlex Group's portfolio in Q2 2026, its #338 holding.
  • AmeriFlex Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 4 quarters since.
  • AmeriFlex Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $570K in Q4 2024.
  • 1,726 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.