Arlington Trust’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Arlington Trust’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	$812K	Hold	9,245	–	–	0.07%	45
2026 Q1	$708K	Hold	9,245	–	–	0.06%	47
2025 Q4	$742K	Sell	9,245 -950	-9%	-$75.6K	0.08%	42
2025 Q3	$799K	Hold	10,195	–	–	0.14%	73
2025 Q2	$741K	Hold	10,195	–	–	0.14%	78
2025 Q1	$670K	Buy	10,195 +1,950	+24%	+$135K	0.14%	81
2024 Q4	$568K	Sell	8,245 -463	-5%	-$32.1K	0.12%	88
2024 Q3	$588K	Buy	+8,708	New	+$566K	0.13%	83

Other funds holding SPYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Arlington Trust's SPYM Position: Q2 2026 in Review

Arlington Trust held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 9,245 shares worth $812K. The position accounts for 0.07% of the portfolio, ranked #45.

Arlington Trust first reported a position in SPYM in Q3 2024 and has held it in 8 quarters since. 947 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Arlington Trust held 9,245 shares of State Street SPDR Portfolio S&P 500 ETF worth $812K as of Q2 2026.
Arlington Trust left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.07% of Arlington Trust's portfolio in Q2 2026, its #45 holding.
Arlington Trust first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
947 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.