Annex Advisory Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Annex Advisory Services’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	$3.43M	Buy	38,978 +3,394	+10%	+$290K	0.06%	128
2026 Q1	$2.72M	Sell	35,584 -2,642	-7%	-$211K	0.05%	138
2025 Q4	$3.07M	Sell	38,226 -3,775	-9%	-$300K	0.06%	135
2025 Q3	$3.29M	Buy	42,001 +8,106	+24%	+$611K	0.07%	112
2025 Q2	$2.46M	Sell	33,895 -1,170	-3%	-$78.7K	0.06%	121
2025 Q1	$2.31M	Sell	35,065 -6,568	-16%	-$454K	0.07%	117
2024 Q4	$2.87M	Buy	41,633 +1,949	+5%	+$135K	0.09%	105
2024 Q3	$2.68M	Sell	39,684 -2,119	-5%	-$138K	0.09%	103
2024 Q2	$2.68M	Sell	41,803 -836	-2%	-$51.5K	0.09%	98
2024 Q1	$2.62M	Sell	42,639 -1,305	-3%	-$76.4K	0.09%	98
2023 Q4	$2.46M	Sell	43,944 -509	-1%	-$26.7K	0.1%	97
2023 Q3	$2.23M	Sell	44,453 -7,128	-14%	-$373K	0.14%	88
2023 Q2	$2.69M	Sell	51,581 -4,539	-8%	-$224K	0.15%	82
2023 Q1	$2.7M	Sell	56,120 -5,636	-9%	-$264K	0.14%	80
2022 Q4	$2.78M	Sell	61,756 -147,758	-71%	-$6.68M	0.16%	79
2022 Q3	$8.8M	Sell	209,514 -9,081	-4%	-$424K	0.59%	29
2022 Q2	$9.69M	Sell	218,595 -10,080	-4%	-$486K	0.7%	23
2022 Q1	$12.2M	Sell	228,675 -8,788	-4%	-$460K	0.89%	18
2021 Q4	$13.3M	Sell	237,463 -17,875	-7%	-$965K	0.91%	17
2021 Q3	$12.9M	Sell	255,338 -22,469	-8%	-$1.17M	1.05%	16
2021 Q2	$14M	Sell	277,807 -33,385	-11%	-$1.64M	1.13%	15
2021 Q1	$14.5M	Sell	311,192 -18,729	-6%	-$849K	1.4%	11
2020 Q4	$14.5M	Sell	329,921 -13,379	-4%	-$558K	1.42%	12
2020 Q3	$13.5M	Sell	343,300 -6,451	-2%	-$251K	1.72%	11
2020 Q2	$12.7M	Sell	349,751 -10,146	-3%	-$349K	1.77%	12
2020 Q1	$10.9M	Sell	359,897 -6,356	-2%	-$228K	1.54%	13
2019 Q4	$13.9M	Sell	366,253 -71,955	-16%	-$2.6M	1.68%	11
2019 Q3	$15.3M	Buy	438,208 +21,445	+5%	+$746K	2.05%	11
2019 Q2	$14.4M	Buy	416,763 +41,710	+11%	+$1.41M	2.03%	11
2019 Q1	$12.5M	Sell	375,053 -89,950	-19%	-$2.87M	1.87%	11
2018 Q4	$13.6M	Buy	465,003 +299,118	+180%	+$9.43M	2.14%	12
2018 Q3	$5.65M	Buy	165,885 +47,790	+40%	+$1.6M	0.87%	16
2018 Q2	$3.77M	Buy	118,095 +62,047	+111%	+$1.97M	0.64%	17
2018 Q1	$1.73M	Buy	+56,048	New	+$1.79M	0.32%	35

Other funds holding SPYM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

SFS

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Annex Advisory Services's SPYM Position: Q2 2026 in Review

Annex Advisory Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 9.5% in Q2 2026, buying an estimated $290K and bringing the position to 38,978 shares worth $3.43M. The position accounts for 0.06% of the portfolio, ranked #128.

Annex Advisory Services first reported a position in SPYM in Q1 2018 and has held it in 34 quarters since. The position peaked at $15.3M in Q3 2019. 334 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Annex Advisory Services held 38,978 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.43M as of Q2 2026.
Annex Advisory Services bought 3,394 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $290K.
State Street SPDR Portfolio S&P 500 ETF made up 0.06% of Annex Advisory Services's portfolio in Q2 2026, its #128 holding.
Annex Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2018 and has held it in 34 quarters since.
Annex Advisory Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $15.3M in Q3 2019.
334 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.