Arrien Investments’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Arrien Investments’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	$25.3M	Buy	287,849 +1,357	+0.5%	+$116K	12.76%	3
2026 Q1	$21.9M	Sell	286,492 -3,681	-1%	-$294K	11.89%	3
2025 Q4	$23.3M	Buy	290,173 +1,045	+0.4%	+$83.1K	13.13%	3
2025 Q3	$22.7M	Sell	289,128 -1,612	-0.6%	-$122K	13.25%	3
2025 Q2	$21.1M	Buy	290,740 +17,593	+6%	+$1.18M	13.35%	3
2025 Q1	$18M	Buy	273,147 +1,849	+0.7%	+$128K	12.88%	3
2024 Q4	$19.3M	Sell	271,298 -3,906	-1%	-$271K	13.76%	3
2024 Q3	$18.6M	Sell	275,204 -3,607	-1%	-$235K	13.41%	3
2024 Q2	$17.8M	Sell	278,811 -14,932	-5%	-$919K	13.95%	3
2024 Q1	$18.1M	Sell	293,743 -4,396	-1%	-$257K	14.27%	3
2023 Q4	$16.7M	Sell	298,139 -4,844	-2%	-$254K	14.63%	3
2023 Q3	$15.2M	Sell	302,983 -12,338	-4%	-$645K	14.35%	3
2023 Q2	$16.4M	Buy	315,321 +48,096	+18%	+$2.37M	13.94%	3
2023 Q1	$12.9M	Buy	+267,225	New	+$12.5M	12.53%	3

Other funds holding SPYM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

MCM

MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 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

1WM

1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return

Arrien Investments's SPYM Position: Q2 2026 in Review

Arrien Investments increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.47% in Q2 2026, buying an estimated $116K and bringing the position to 287,849 shares worth $25.3M. The position accounts for 12.76% of the portfolio, ranked #3.

Arrien Investments first reported a position in SPYM in Q1 2023 and has held it in 14 quarters since. 1,302 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Arrien Investments held 287,849 shares of State Street SPDR Portfolio S&P 500 ETF worth $25.3M as of Q2 2026.
Arrien Investments bought 1,357 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $116K.
State Street SPDR Portfolio S&P 500 ETF made up 12.76% of Arrien Investments's portfolio in Q2 2026, its #3 holding.
Arrien Investments first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
1,302 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Arrien Investments's 13F filing for Q2 2026, filed 30 Jul 2026.