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

Apollon Financial’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	$8.48M	Sell	96,546 -15,204	-14%	-$1.3M	1%	21
2026 Q1	$8.55M	Sell	111,750 -7,561	-6%	-$605K	1.18%	19
2025 Q4	$9.57M	Sell	119,311 -9,854	-8%	-$784K	1.39%	17
2025 Q3	$10.1M	Sell	129,165 -5,306	-4%	-$400K	1.68%	14
2025 Q2	$9.77M	Sell	134,471 -9,958	-7%	-$670K	2.04%	11
2025 Q1	$9.5M	Sell	144,429 -9,489	-6%	-$656K	2.23%	10
2024 Q4	$10.6M	Sell	153,918 -2,495	-2%	-$173K	2.63%	10
2024 Q3	$10.6M	Sell	156,413 -7,009	-4%	-$456K	3.11%	8
2024 Q2	$10.5M	Sell	163,422 -13,922	-8%	-$857K	3.38%	8
2024 Q1	$10.9M	Sell	177,344 -1,594	-0.9%	-$93.4K	3.77%	6
2023 Q4	$10M	Buy	+178,938	New	+$9.37M	3.94%	5

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

Apollon Financial's SPYM Position: Q2 2026 in Review

Apollon Financial reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 14% in Q2 2026, selling an estimated $1.3M and leaving 96,546 shares worth $8.48M. The position accounts for 1% of the portfolio, ranked #21.

Apollon Financial first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.9M in Q1 2024. 1,715 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Apollon Financial held 96,546 shares of State Street SPDR Portfolio S&P 500 ETF worth $8.48M as of Q2 2026.
Apollon Financial sold 15,204 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.3M.
State Street SPDR Portfolio S&P 500 ETF made up 1% of Apollon Financial's portfolio in Q2 2026, its #21 holding.
Apollon Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Apollon Financial's State Street SPDR Portfolio S&P 500 ETF position peaked at $10.9M in Q1 2024.
1,715 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.