Aspiriant LLC’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Aspiriant LLC’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	$666K	Sell	7,577 -70	-0.9%	-$5.97K	0.02%	212
2026 Q1	$585K	Sell	7,647 -776	-9%	-$62.1K	0.02%	200
2025 Q4	$676K	Buy	8,423 +2,727	+48%	+$217K	0.02%	189
2025 Q3	$446K	Buy	5,696 +1,442	+34%	+$109K	0.01%	209
2025 Q2	$309K	Buy	4,254 +109	+3%	+$7.33K	0.01%	248
2025 Q1	$273K	Buy	+4,145	New	+$287K	0.01%	247

Other funds holding SPYM

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B 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

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Aspiriant LLC's SPYM Position: Q2 2026 in Review

Aspiriant LLC reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.92% in Q2 2026, selling an estimated $5.97K and leaving 7,577 shares worth $666K. The position accounts for 0.02% of the portfolio, ranked #212.

Aspiriant LLC first reported a position in SPYM in Q1 2025 and has held it in 6 quarters since. The position peaked at $676K in Q4 2025. 1,720 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Aspiriant LLC held 7,577 shares of State Street SPDR Portfolio S&P 500 ETF worth $666K as of Q2 2026.
Aspiriant LLC sold 70 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $5.97K.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Aspiriant LLC's portfolio in Q2 2026, its #212 holding.
Aspiriant LLC first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
Aspiriant LLC's State Street SPDR Portfolio S&P 500 ETF position peaked at $676K in Q4 2025.
1,720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.