Atria Investments’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Atria Investments’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	$19.9M	Buy	226,533 +12,277	+6%	+$1.05M	0.2%	96
2026 Q1	$16.4M	Buy	214,256 +15,855	+8%	+$1.27M	0.18%	104
2025 Q4	$15.9M	Buy	198,401 +14,902	+8%	+$1.19M	0.18%	114
2025 Q3	$14.4M	Sell	183,499 -46,152	-20%	-$3.48M	0.16%	122
2025 Q2	$16.7M	Buy	229,651 +9,015	+4%	+$606K	0.2%	105
2025 Q1	$14.5M	Buy	220,636 +11,807	+6%	+$817K	0.19%	114
2024 Q4	$14.4M	Sell	208,829 -76,553	-27%	-$5.31M	0.18%	118
2024 Q3	$19.3M	Sell	285,382 -4,177	-1%	-$272K	0.24%	77
2024 Q2	$18.5M	Sell	289,559 -31,196	-10%	-$1.92M	0.24%	78
2024 Q1	$19.7M	Sell	320,755 -13,613	-4%	-$797K	0.27%	69
2023 Q4	$18.7M	Buy	334,368 +36,066	+12%	+$1.89M	0.29%	70
2023 Q3	$15M	Buy	298,302 +40,770	+16%	+$2.13M	0.27%	73
2023 Q2	$13.4M	Buy	257,532 +90,627	+54%	+$4.47M	0.24%	85
2023 Q1	$8.04M	Buy	166,905 +26,079	+19%	+$1.22M	0.15%	162
2022 Q4	$6.33M	Buy	140,826 +16,508	+13%	+$746K	0.13%	203
2022 Q3	$5.22M	Buy	124,318 +20,724	+20%	+$968K	0.12%	224
2022 Q2	$4.59M	Sell	103,594 -29,000	-22%	-$1.4M	0.1%	251
2022 Q1	$7.04M	Sell	132,594 -18,629	-12%	-$975K	0.12%	195
2021 Q4	$8.44M	Buy	151,223 +58,037	+62%	+$3.13M	0.15%	165
2021 Q3	$4.7M	Buy	93,186 +3,429	+4%	+$178K	0.08%	266
2021 Q2	$4.52M	Buy	89,757 +1,765	+2%	+$86.6K	0.09%	259
2021 Q1	$4.1M	Buy	87,992 +747	+0.9%	+$33.9K	0.09%	250
2020 Q4	$3.83M	Sell	87,245 -281	-0.3%	-$11.7K	0.09%	247
2020 Q3	$3.44M	Buy	+87,526	New	+$3.41M	0.1%	219
2020 Q2	–	Sell	-13,921	Closed	-$421K	–	734
2020 Q1	$421K	Sell	13,921 -1,842,454	-99%	-$66.1M	0.03%	386
2019 Q4	$70.2M	Buy	1,856,375 +62,583	+3%	+$2.26M	1.9%	4
2019 Q3	$62.5M	Buy	1,793,792 +1,514	+0.1%	+$52.6K	2.23%	6
2019 Q2	$60.8M	Buy	1,792,278 +529,529	+42%	+$17.9M	2.27%	7
2019 Q1	$42M	Buy	+1,262,749	New	+$40.3M	1.78%	13
2018 Q4	–	Sell	-6,058	Closed	-$206K	–	1000
2018 Q3	$206K	Buy	+6,058	New	+$203K	0.01%	931

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

Atria Investments's SPYM Position: Q2 2026 in Review

Atria Investments increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.7% in Q2 2026, buying an estimated $1.05M and bringing the position to 226,533 shares worth $19.9M. The position accounts for 0.2% of the portfolio, ranked #96.

Atria Investments first reported a position in SPYM in Q3 2018 and has held it in 30 quarters since. The position peaked at $70.2M in Q4 2019. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Atria Investments held 226,533 shares of State Street SPDR Portfolio S&P 500 ETF worth $19.9M as of Q2 2026.
Atria Investments bought 12,277 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.05M.
State Street SPDR Portfolio S&P 500 ETF made up 0.2% of Atria Investments's portfolio in Q2 2026, its #96 holding.
Atria Investments first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2018 and has held it in 30 quarters since.
Atria Investments's State Street SPDR Portfolio S&P 500 ETF position peaked at $70.2M in Q4 2019.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.