Atlantic Union Bankshares’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Atlantic Union Bankshares’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	$703K	Sell	7,995 -1,775	-18%	-$151K	0.01%	428
2026 Q1	$748K	Sell	9,770 -490	-5%	-$39.2K	0.01%	411
2025 Q4	$823K	Buy	10,260 +3	+0%	+$239	0.02%	404
2025 Q3	$804K	Hold	10,257	–	–	0.02%	412
2025 Q2	$746K	Buy	10,257 +1,302	+15%	+$87.6K	0.02%	357
2025 Q1	$589K	Hold	8,955	–	–	0.04%	220
2024 Q4	$617K	Sell	8,955 -1,107	-11%	-$76.7K	0.04%	224
2024 Q3	$679K	Hold	10,062	–	–	0.04%	221
2024 Q2	$644K	Buy	10,062 +264	+3%	+$16.3K	0.04%	218
2024 Q1	$603K	Sell	9,798 -286	-3%	-$16.8K	0.05%	199
2023 Q4	$564K	Sell	10,084 -127	-1%	-$6.65K	0.05%	201
2023 Q3	$513K	Hold	10,211	–	–	0.05%	210
2023 Q2	$532K	Sell	10,211 -584	-5%	-$28.8K	0.05%	215
2023 Q1	$520K	Hold	10,795	–	–	0.05%	185
2022 Q4	$486K	Hold	10,795	–	–	0.05%	180
2022 Q3	$453K	Hold	10,795	–	–	0.05%	177
2022 Q2	$479K	Hold	10,795	–	–	0.05%	184
2022 Q1	$574K	Sell	10,795 -23	-0.2%	-$1.2K	0.05%	185
2021 Q4	$604K	Buy	10,818 +1,497	+16%	+$80.8K	0.05%	182
2021 Q3	$470K	Hold	9,321	–	–	0.04%	192
2021 Q2	$469K	Sell	9,321 -724	-7%	-$35.5K	0.05%	198
2021 Q1	$468K	Sell	10,045 -2,079	-17%	-$94.3K	0.05%	192
2020 Q4	$533K	Sell	12,124 -1,301	-10%	-$54.3K	0.06%	181
2020 Q3	$528K	Sell	13,425 -1,839	-12%	-$71.6K	0.06%	176
2020 Q2	$553K	Sell	15,264 -1,061	-6%	-$36.5K	0.07%	171
2020 Q1	$494K	Sell	16,325 -11	-0.1%	-$395	0.07%	173
2019 Q4	$618K	Sell	16,336 -1,067	-6%	-$38.6K	0.08%	165
2019 Q3	$606K	Buy	+17,403	New	+$605K	0.08%	166
2019 Q2	–	Sell	-21,114	Closed	-$702K	–	272
2019 Q1	$702K	Sell	21,114 -6,825	-24%	-$218K	0.19%	81
2018 Q4	$816K	Buy	27,939 +1,885	+7%	+$59.4K	0.27%	74
2018 Q3	$888K	Buy	26,054 +15,597	+149%	+$521K	0.27%	73
2018 Q2	$334K	Buy	10,457 +3,810	+57%	+$121K	0.11%	102
2018 Q1	$206K	Buy	+6,647	New	+$213K	0.06%	129

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

Atlantic Union Bankshares's SPYM Position: Q2 2026 in Review

Atlantic Union Bankshares reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 18% in Q2 2026, selling an estimated $151K and leaving 7,995 shares worth $703K. The position accounts for 0.01% of the portfolio, ranked #428.

Atlantic Union Bankshares first reported a position in SPYM in Q1 2018 and has held it in 33 quarters since. The position peaked at $888K in Q3 2018. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Atlantic Union Bankshares held 7,995 shares of State Street SPDR Portfolio S&P 500 ETF worth $703K as of Q2 2026.
Atlantic Union Bankshares sold 1,775 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $151K.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #428 holding.
Atlantic Union Bankshares first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2018 and has held it in 33 quarters since.
Atlantic Union Bankshares's State Street SPDR Portfolio S&P 500 ETF position peaked at $888K in Q3 2018.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.