B.O.S.S. Retirement Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

B.O.S.S. Retirement 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	$25.3M	Buy	287,662 +126,159	+78%	+$10.8M	6.83%	2
2026 Q1	$12.4M	Buy	161,503 +18,093	+13%	+$1.45M	3.77%	5
2025 Q4	$11.5M	Sell	143,410 -86,461	-38%	-$6.88M	3.62%	4
2025 Q3	$18M	Sell	229,871 -49,293	-18%	-$3.72M	4.31%	3
2025 Q2	$20.3M	Buy	279,164 +2,169	+0.8%	+$146K	5.1%	3
2025 Q1	$18.2M	Sell	276,995 -3,339	-1%	-$231K	5.28%	3
2024 Q4	$19.3M	Buy	280,334 +239,450	+586%	+$16.6M	5.4%	3
2024 Q3	$2.76M	Buy	40,884 +19,066	+87%	+$1.24M	0.56%	50
2024 Q2	$1.4M	Buy	+21,818	New	+$1.34M	0.36%	79
2024 Q1	–	Sell	-282,547	Closed	-$15.8M	–	216
2023 Q4	$15.8M	Sell	282,547 -15,045	-5%	-$788K	3.06%	4
2023 Q3	$15M	Buy	297,592 +3,455	+1%	+$181K	3.22%	2
2023 Q2	$15.3M	Sell	294,137 -39,703	-12%	-$1.96M	3.26%	2
2023 Q1	$16.1M	Sell	333,840 -50,013	-13%	-$2.35M	3.78%	1
2022 Q4	$17.3M	Buy	+383,853	New	+$17.3M	4.42%	1

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

B.O.S.S. Retirement Advisors's SPYM Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 78% in Q2 2026, buying an estimated $10.8M and bringing the position to 287,662 shares worth $25.3M. The position accounts for 6.83% of the portfolio, ranked #2.

B.O.S.S. Retirement Advisors first reported a position in SPYM in Q4 2022 and has held it in 14 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

B.O.S.S. Retirement Advisors held 287,662 shares of State Street SPDR Portfolio S&P 500 ETF worth $25.3M as of Q2 2026.
B.O.S.S. Retirement Advisors bought 126,159 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $10.8M.
State Street SPDR Portfolio S&P 500 ETF made up 6.83% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #2 holding.
B.O.S.S. Retirement Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.