BCMIO
SPYM

Beacon Capital Management Inc (Ohio)’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Beacon Capital Management Inc (Ohio)’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 		$23.8M Sell
271,334
-9,963
-4% -$850K 1.44% 20
2026
Q1 		$21.5M Buy
281,297
+16,966
+6% +$1.36M 1.21% 25
2025
Q4 		$21.2M Sell
264,331
-126,362
-32% -$10M 1.13% 23
2025
Q3 		$30.6M Buy
+390,693
New +$29.5M 1.46% 18
2023
Q1 		– Sell
-296,570
Closed -$13.3M – 122
2022
Q4 		$13.3M Hold
296,570
– – 0.49% 9
2022
Q3 		$12.5M Buy
+296,570
New +$13.8M 0.46% 3

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s SPYM Position: Q2 2026 in Review

Beacon Capital Management Inc (Ohio) reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.5% in Q2 2026, selling an estimated $850K and leaving 271,334 shares worth $23.8M. The position accounts for 1.44% of the portfolio, ranked #20.

Beacon Capital Management Inc (Ohio) first reported a position in SPYM in Q3 2022 and has held it in 6 quarters since. The position peaked at $30.6M in Q3 2025. 1,726 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Beacon Capital Management Inc (Ohio) held 271,334 shares of State Street SPDR Portfolio S&P 500 ETF worth $23.8M as of Q2 2026.
  • Beacon Capital Management Inc (Ohio) sold 9,963 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $850K.
  • State Street SPDR Portfolio S&P 500 ETF made up 1.44% of Beacon Capital Management Inc (Ohio)'s portfolio in Q2 2026, its #20 holding.
  • Beacon Capital Management Inc (Ohio) first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2022 and has held it in 6 quarters since.
  • Beacon Capital Management Inc (Ohio)'s State Street SPDR Portfolio S&P 500 ETF position peaked at $30.6M in Q3 2025.
  • 1,726 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2026, filed 13 Aug 2026.