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

Astoria Portfolio 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	$12.9M	Sell	146,895 -55,101	-27%	-$4.7M	2.18%	9
2026 Q1	$17M	Buy	201,996 +49,692	+33%	+$3.97M	3.62%	6
2025 Q4	$12.2M	Sell	152,304 -6,034	-4%	-$480K	2.78%	9
2025 Q3	$12.5M	Buy	158,338 +71,568	+82%	+$5.4M	3.29%	7
2025 Q2	$6.48M	Buy	86,770 +34,384	+66%	+$2.31M	1.82%	11
2025 Q1	$3.3M	Sell	52,386 -42,882	-45%	-$2.97M	1.12%	18
2024 Q4	$6.52M	Buy	+95,268	New	+$6.6M	2.33%	9

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

Astoria Portfolio Advisors's SPYM Position: Q2 2026 in Review

Astoria Portfolio Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 27% in Q2 2026, selling an estimated $4.7M and leaving 146,895 shares worth $12.9M. The position accounts for 2.18% of the portfolio, ranked #9.

Astoria Portfolio Advisors first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $17M in Q1 2026. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Astoria Portfolio Advisors held 146,895 shares of State Street SPDR Portfolio S&P 500 ETF worth $12.9M as of Q2 2026.
Astoria Portfolio Advisors sold 55,101 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $4.7M.
State Street SPDR Portfolio S&P 500 ETF made up 2.18% of Astoria Portfolio Advisors's portfolio in Q2 2026, its #9 holding.
Astoria Portfolio 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.
Astoria Portfolio Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $17M in Q1 2026.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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