Bawa N Mallick Trust’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Bawa N Mallick Trust’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	$264K	Hold	3,000	–	–	0.09%	70
2026 Q1	$230K	Hold	3,000	–	–	0.09%	67
2025 Q4	$241K	Hold	3,000	–	–	0.09%	67
2025 Q3	$235K	Hold	3,000	–	–	0.09%	67
2025 Q2	$218K	Buy	+3,000	New	+$202K	0.09%	67
2025 Q1	–	Sell	-3,000	Closed	-$207K	–	66
2024 Q4	$207K	Buy	+3,000	New	+$208K	0.09%	66

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

Bawa N Mallick Trust's SPYM Position: Q2 2026 in Review

Bawa N Mallick Trust held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 3,000 shares worth $264K. The position accounts for 0.09% of the portfolio, ranked #70.

Bawa N Mallick Trust first reported a position in SPYM in Q4 2024 and has held it in 6 quarters since. 1,703 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Bawa N Mallick Trust held 3,000 shares of State Street SPDR Portfolio S&P 500 ETF worth $264K as of Q2 2026.
Bawa N Mallick Trust left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.09% of Bawa N Mallick Trust's portfolio in Q2 2026, its #70 holding.
Bawa N Mallick Trust first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
1,703 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Bawa N Mallick Trust's 13F filing for Q2 2026, filed 14 Aug 2026.