Beacon Financial Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Beacon Financial Group’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	$4.73M	Buy	53,773 +4,513	+9%	+$385K	0.43%	54
2026 Q1	$3.77M	Buy	49,260 +2,897	+6%	+$232K	0.38%	68
2025 Q4	$3.72M	Hold	46,363	–	–	0.37%	71
2025 Q3	$3.63M	Buy	46,363 +430	+0.9%	+$32.4K	0.36%	76
2025 Q2	$3.34M	Sell	45,933 -4,745	-9%	-$319K	0.35%	76
2025 Q1	$3.33M	Buy	50,678 +301	+0.6%	+$20.8K	0.36%	75
2024 Q4	$3.47M	Sell	50,377 -174	-0.3%	-$12.1K	0.37%	69
2024 Q3	$3.41M	Sell	50,551 -2,604	-5%	-$169K	0.37%	71
2024 Q2	$3.4M	Sell	53,155 -497	-0.9%	-$30.6K	0.39%	68
2024 Q1	$3.3M	Sell	53,652 -2,310	-4%	-$135K	0.38%	72
2023 Q4	$3.13M	Buy	55,962 +27,331	+95%	+$1.43M	0.38%	71
2023 Q3	$1.52M	Hold	28,631	–	–	0.22%	110
2023 Q2	$1.47M	Hold	28,631	–	–	0.2%	111
2023 Q1	$1.38M	Hold	28,631	–	–	0.19%	115
2022 Q4	$1.29M	Sell	28,631 -39	-0.1%	-$1.76K	0.18%	118
2022 Q3	$1.22M	Buy	28,670 +1,432	+5%	+$66.9K	0.19%	115
2022 Q2	$1.24M	Buy	27,238 +15,739	+137%	+$758K	0.18%	118
2022 Q1	$619K	Buy	+11,499	New	+$602K	0.08%	176

Other funds holding SPYM

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Beacon Financial Group's SPYM Position: Q2 2026 in Review

Beacon Financial Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 9.2% in Q2 2026, buying an estimated $385K and bringing the position to 53,773 shares worth $4.73M. The position accounts for 0.43% of the portfolio, ranked #54.

Beacon Financial Group first reported a position in SPYM in Q1 2022 and has held it in 18 quarters since. 890 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Beacon Financial Group held 53,773 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.73M as of Q2 2026.
Beacon Financial Group bought 4,513 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $385K.
State Street SPDR Portfolio S&P 500 ETF made up 0.43% of Beacon Financial Group's portfolio in Q2 2026, its #54 holding.
Beacon Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and has held it in 18 quarters since.
890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.