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

Ascension Capital Advisors’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	$939K	Buy	+10,689	New	+$912K	0.26%	34
2025 Q4	–	Sell	-87,859	Closed	-$6.88M	–	52
2025 Q3	$6.88M	Buy	87,859 +530	+0.6%	+$40K	2.68%	14
2025 Q2	$6.35M	Buy	+87,329	New	+$5.87M	2.65%	14

Other funds holding SPYM

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ascension Capital Advisors's SPYM Position: Q2 2026 in Review

Ascension Capital Advisors opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 10,689 shares worth $939K. The stake represents 0.26% of the portfolio and ranks #34 among its holdings. This is a return to the name: Ascension Capital Advisors previously reported a position in SPYM as recently as Q3 2025.

Ascension Capital Advisors first reported a position in SPYM in Q2 2025 and has held it in 3 quarters since. The position peaked at $6.88M in Q3 2025. 890 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Ascension Capital Advisors held 10,689 shares of State Street SPDR Portfolio S&P 500 ETF worth $939K as of Q2 2026.
State Street SPDR Portfolio S&P 500 ETF was a new Ascension Capital Advisors position in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.26% of Ascension Capital Advisors's portfolio in Q2 2026, its #34 holding.
Ascension Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 3 quarters since.
Ascension Capital Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $6.88M in Q3 2025.
890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Ascension Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.