ACS
SPYM

Archford Capital Strategies’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Archford Capital Strategies’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 		$31.5M Buy
358,112
+190,819
+114% +$16.3M 3.19% 3
2026
Q1 		$12.8M Sell
167,293
-101,709
-38% -$8.14M 1.47% 12
2025
Q4 		$21.6M Sell
269,002
-10,491
-4% -$834K 2.51% 6
2025
Q3 		$21.9M Buy
279,493
+66,161
+31% +$4.99M 2.61% 6
2025
Q2 		$15.5M Buy
213,332
+24,776
+13% +$1.67M 1.98% 9
2025
Q1 		$12.4M Buy
188,556
+176,544
+1,470% +$12.2M 1.82% 8
2024
Q4 		$828K Buy
12,012
+3,757
+46% +$260K 0.13% 147
2024
Q3 		$567K Sell
8,255
-758
-8% -$49.3K 0.09% 167
2024
Q2 		$577K Hold
9,013
– – 0.09% 164
2024
Q1 		$555K Hold
9,013
– – 0.09% 168
2023
Q4 		$504K Sell
9,013
-356
-4% -$18.7K 0.09% 169
2023
Q3 		$471K Sell
9,369
-318
-3% -$16.6K 0.09% 198
2023
Q2 		$517K Hold
9,687
– – 0.1% 205
2023
Q1 		$464K Sell
9,687
-1,300
-12% -$61K 0.1% 204
2022
Q4 		$494K Sell
10,987
-372
-3% -$16.8K 0.11% 200
2022
Q3 		$477K Hold
11,359
– – 0.12% 185
2022
Q2 		$504K Sell
11,359
-737
-6% -$35.5K 0.13% 176
2022
Q1 		$642K Sell
12,096
-925
-7% -$48.4K 0.14% 159
2021
Q4 		$727K Sell
13,021
-4,610
-26% -$249K 0.17% 146
2021
Q3 		$890K Sell
17,631
-383
-2% -$19.9K 0.21% 129
2021
Q2 		$907K Sell
18,014
-1,617
-8% -$79.4K 0.23% 118
2021
Q1 		$960K Sell
19,631
-10,502
-35% -$476K 0.26% 105
2020
Q4 		$1.35M Sell
30,133
-372
-1% -$15.5K 0.31% 95
2020
Q3 		$1.2M Sell
30,505
-1,868
-6% -$72.7K 0.32% 93
2020
Q2 		$1.17M Buy
32,373
+6,309
+24% +$217K 0.35% 87
2020
Q1 		$788K Buy
26,064
+12,353
+90% +$443K 0.31% 105
2019
Q4 		$519K Buy
+13,711
New +$496K 0.18% 157
2019
Q3 		– Sell
-565
Closed -$20K – 477
2019
Q2 		$20K Buy
+565
New +$19.1K 0.01% 353

Other funds holding SPYM

GI
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
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
KW
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
LA
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

Archford Capital Strategies's SPYM Position: Q2 2026 in Review

Archford Capital Strategies increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 114% in Q2 2026, buying an estimated $16.3M and bringing the position to 358,112 shares worth $31.5M. The position accounts for 3.19% of the portfolio, ranked #3.

Archford Capital Strategies first reported a position in SPYM in Q2 2019 and has held it in 28 quarters since. 334 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Archford Capital Strategies held 358,112 shares of State Street SPDR Portfolio S&P 500 ETF worth $31.5M as of Q2 2026.
  • Archford Capital Strategies bought 190,819 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $16.3M.
  • State Street SPDR Portfolio S&P 500 ETF made up 3.19% of Archford Capital Strategies's portfolio in Q2 2026, its #3 holding.
  • Archford Capital Strategies first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2019 and has held it in 28 quarters since.
  • 334 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.