Arrowroot Family Office’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Arrowroot Family Office’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	$338K	Hold	3,843	–	–	0.1%	137
2026 Q1	$294K	Sell	3,843 -1,427	-27%	-$114K	0.1%	131
2025 Q4	$423K	Sell	5,270 -142	-3%	-$11.3K	0.15%	98
2025 Q3	$424K	Sell	5,412 -1	-0%	-$75	0.17%	93
2025 Q2	$393K	Buy	+5,413	New	+$364K	0.18%	95
2024 Q4	$380K	Sell	5,519 -1	-0%	-$69	0.2%	93
2024 Q3	$373K	Hold	5,520	–	–	0.22%	90
2024 Q2	$353K	Sell	5,520 -4	-0.1%	-$246	0.23%	90
2024 Q1	$340K	Sell	5,524 -52	-0.9%	-$3.04K	0.22%	94
2023 Q4	$312K	Sell	5,576 -121	-2%	-$6.34K	0.22%	99
2023 Q3	$286K	Sell	5,697 -69	-1%	-$3.61K	0.23%	99
2023 Q2	$300K	Sell	5,766 -3,351	-37%	-$165K	0.23%	100
2023 Q1	$439K	Buy	+9,117	New	+$428K	0.37%	70

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

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

USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 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 $123B AUM 45.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Arrowroot Family Office's SPYM Position: Q2 2026 in Review

Arrowroot Family Office held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 3,843 shares worth $338K. The position accounts for 0.1% of the portfolio, ranked #137.

Arrowroot Family Office first reported a position in SPYM in Q1 2023 and has held it in 13 quarters since. The position peaked at $439K in Q1 2023. 1,740 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Arrowroot Family Office held 3,843 shares of State Street SPDR Portfolio S&P 500 ETF worth $338K as of Q2 2026.
Arrowroot Family Office 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 0.1% of Arrowroot Family Office's portfolio in Q2 2026, its #137 holding.
Arrowroot Family Office first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and has held it in 13 quarters since.
Arrowroot Family Office's State Street SPDR Portfolio S&P 500 ETF position peaked at $439K in Q1 2023.
1,740 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.