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

AssuredPartners Investment 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	$664K	Sell	7,560 -7,392	-49%	-$631K	0.06%	231
2026 Q1	$1.16M	Buy	14,952 +5,332	+55%	+$426K	0.13%	174
2025 Q4	$772K	Sell	9,620 -2,987	-24%	-$238K	0.11%	168
2025 Q3	$988K	Sell	12,607 -185	-1%	-$14K	0.22%	93
2025 Q2	$930K	Sell	12,792 -1,844	-13%	-$124K	0.23%	83
2025 Q1	$962K	Sell	14,636 -270	-2%	-$18.7K	0.19%	128
2024 Q4	$1.03M	Buy	+14,906	New	+$1.03M	0.2%	116

Other funds holding SPYM

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

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 $112B AUM 36.28% 1-Year Est. Return

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

KCM

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

AssuredPartners Investment Advisors's SPYM Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 49% in Q2 2026, selling an estimated $631K and leaving 7,560 shares worth $664K. The position accounts for 0.06% of the portfolio, ranked #231.

AssuredPartners Investment Advisors first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.16M in Q1 2026. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

AssuredPartners Investment Advisors held 7,560 shares of State Street SPDR Portfolio S&P 500 ETF worth $664K as of Q2 2026.
AssuredPartners Investment Advisors sold 7,392 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $631K.
State Street SPDR Portfolio S&P 500 ETF made up 0.06% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #231 holding.
AssuredPartners Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
AssuredPartners Investment Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.16M in Q1 2026.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.