BankPlus Trust Department’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

BankPlus Trust Department’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	$1.37M	Sell	15,635 -1,183	-7%	-$101K	0.32%	72
2026 Q1	$1.29M	Sell	16,818 -3,943	-19%	-$315K	0.34%	71
2025 Q4	$1.67M	Sell	20,761 -4,247	-17%	-$338K	0.44%	53
2025 Q3	$1.96M	Sell	25,008 -6,342	-20%	-$478K	0.52%	44
2025 Q2	$2.28M	Buy	+31,350	New	+$2.11M	0.67%	33

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

BankPlus Trust Department's SPYM Position: Q2 2026 in Review

BankPlus Trust Department reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 7% in Q2 2026, selling an estimated $101K and leaving 15,635 shares worth $1.37M. The position accounts for 0.32% of the portfolio, ranked #72.

BankPlus Trust Department first reported a position in SPYM in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.28M in Q2 2025. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

BankPlus Trust Department held 15,635 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.37M as of Q2 2026.
BankPlus Trust Department sold 1,183 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $101K.
State Street SPDR Portfolio S&P 500 ETF made up 0.32% of BankPlus Trust Department's portfolio in Q2 2026, its #72 holding.
BankPlus Trust Department first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
BankPlus Trust Department's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.28M in Q2 2025.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.