Asset Allocation Strategies’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Asset Allocation Strategies’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	$50.7M	Buy	577,339 +136,852	+31%	+$11.7M	7.82%	1
2026 Q1	$33.7M	Buy	440,487 +216,660	+97%	+$17.3M	5.99%	1
2025 Q4	$18M	Buy	223,827 +36,137	+19%	+$2.87M	3.32%	7
2025 Q3	$14.7M	Buy	187,690 +68,723	+58%	+$5.18M	2.91%	10
2025 Q2	$8.65M	Buy	118,967 +77,309	+186%	+$5.2M	1.91%	18
2025 Q1	$2.74M	Buy	41,658 +3,988	+11%	+$276K	0.68%	37
2024 Q4	$2.67M	Buy	37,670 +33,926	+906%	+$2.35M	0.64%	38
2024 Q3	$253K	Sell	3,744 -2,637	-41%	-$171K	0.07%	103
2024 Q2	$408K	Buy	+6,381	New	+$393K	0.14%	62

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

Asset Allocation Strategies's SPYM Position: Q2 2026 in Review

Asset Allocation Strategies increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 31% in Q2 2026, buying an estimated $11.7M and bringing the position to 577,339 shares worth $50.7M. The position accounts for 7.82% of the portfolio, ranked #1.

Asset Allocation Strategies first reported a position in SPYM in Q2 2024 and has held it in 9 quarters since. 1,720 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Asset Allocation Strategies held 577,339 shares of State Street SPDR Portfolio S&P 500 ETF worth $50.7M as of Q2 2026.
Asset Allocation Strategies bought 136,852 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $11.7M.
State Street SPDR Portfolio S&P 500 ETF made up 7.82% of Asset Allocation Strategies's portfolio in Q2 2026, its #1 holding.
Asset Allocation Strategies first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
1,720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Asset Allocation Strategies's 13F filing for Q2 2026, filed 17 Aug 2026.