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

Arax Advisory 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	$13.6M	Buy	154,993 +124,777	+413%	+$10.6M	0.09%	240
2026 Q1	$2.31M	Buy	30,216 +25,471	+537%	+$2.04M	0.07%	239
2025 Q4	$381K	Buy	+4,745	New	+$377K	0.01%	722
2025 Q3	–	Sell	-4,799	Closed	-$349K	–	4207
2025 Q2	$349K	Buy	4,799 +3,088	+180%	+$208K	0.02%	490
2025 Q1	$113K	Buy	1,711 +1,013	+145%	+$70.1K	0.01%	680
2024 Q4	$48.1K	Sell	698 -26	-4%	-$1.8K	﹤0.01%	920
2024 Q3	$48.9K	Hold	724	–	–	﹤0.01%	728
2024 Q2	$46.3K	Sell	724 -84	-10%	-$5.17K	﹤0.01%	690
2024 Q1	$49.7K	Buy	808 +758	+1,516%	+$44.4K	0.01%	499
2023 Q4	$2.79K	Sell	50 -329	-87%	-$17.2K	﹤0.01%	975
2023 Q3	$19K	Sell	379 -61	-14%	-$3.19K	﹤0.01%	592
2023 Q2	$22.9K	Sell	440 -72	-14%	-$3.55K	﹤0.01%	565
2023 Q1	$24.7K	Hold	512	–	–	﹤0.01%	555
2022 Q4	$23K	Sell	512 -77	-13%	-$3.48K	﹤0.01%	546
2022 Q3	$25K	Buy	+589	New	+$27.5K	﹤0.01%	538

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

Arax Advisory Partners's SPYM Position: Q2 2026 in Review

Arax Advisory Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 413% in Q2 2026, buying an estimated $10.6M and bringing the position to 154,993 shares worth $13.6M. The position accounts for 0.09% of the portfolio, ranked #240.

Arax Advisory Partners first reported a position in SPYM in Q3 2022 and has held it in 15 quarters since. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Arax Advisory Partners held 154,993 shares of State Street SPDR Portfolio S&P 500 ETF worth $13.6M as of Q2 2026.
Arax Advisory Partners bought 124,777 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $10.6M.
State Street SPDR Portfolio S&P 500 ETF made up 0.09% of Arax Advisory Partners's portfolio in Q2 2026, its #240 holding.
Arax Advisory Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2022 and has held it in 15 quarters since.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.