BCMLT
SPYM

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

Beacon Capital Management LLC (Tennessee)’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 		$34.7M Buy
394,381
+380,146
+2,671% +$32.4M 5.08% 6
2026
Q1 		$1.09M Buy
+14,235
New +$1.14M 0.19% 54
2025
Q4 		– Sell
-3,057
Closed -$239K – 164
2025
Q3 		$239K Buy
3,057
+1,467
+92% +$111K 0.03% 118
2025
Q2 		$116K Sell
1,590
-241
-13% -$16.2K 0.02% 181
2025
Q1 		$120K Buy
1,831
+1,157
+172% +$80K 0.02% 171
2024
Q4 		$46.5K Buy
674
+2
+0.3% +$139 0.01% 315
2024
Q3 		$45.4K Buy
672
+2
+0.3% +$130 0.01% 339
2024
Q2 		$42.9K Hold
670
– – 0.01% 308
2024
Q1 		$41.2K Buy
670
+10
+2% +$586 0.01% 325
2023
Q4 		$33.2K Sell
660
-1,176
-64% -$61.6K 0.01% 298
2023
Q3 		$95.7K Hold
1,836
– – 0.03% 157
2023
Q2 		$95.7K Buy
1,836
+1,216
+196% +$60K 0.03% 157
2023
Q1 		$29.9K Hold
620
– – 0.01% 303
2022
Q4 		$27.9K Sell
620
-87
-12% -$3.93K 0.01% 315
2022
Q3 		$31K Sell
707
-24
-3% -$1.12K 0.01% 283
2022
Q2 		$39K Hold
731
– – 0.01% 280
2022
Q1 		$39K Buy
+731
New +$38.3K 0.01% 280

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
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 $112B AUM 36.28% 1-Year Est. Return
Creative Planning
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

Beacon Capital Management LLC (Tennessee)'s SPYM Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2,671% in Q2 2026, buying an estimated $32.4M and bringing the position to 394,381 shares worth $34.7M. The position accounts for 5.08% of the portfolio, ranked #6.

Beacon Capital Management LLC (Tennessee) first reported a position in SPYM in Q1 2022 and has held it in 17 quarters since. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Beacon Capital Management LLC (Tennessee) held 394,381 shares of State Street SPDR Portfolio S&P 500 ETF worth $34.7M as of Q2 2026.
  • Beacon Capital Management LLC (Tennessee) bought 380,146 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $32.4M.
  • State Street SPDR Portfolio S&P 500 ETF made up 5.08% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #6 holding.
  • Beacon Capital Management LLC (Tennessee) first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and has held it in 17 quarters since.
  • 1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.