Beckerman Institutional’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Beckerman Institutional’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	$1.05M	Hold	11,958	–	–	0.5%	47
2026 Q1	$915K	Hold	11,958	–	–	0.49%	47
2025 Q4	$959K	Buy	11,958 +108	+0.9%	+$8.59K	0.54%	44
2025 Q3	$928K	Buy	11,850 +99	+0.8%	+$7.47K	0.55%	43
2025 Q2	$854K	Hold	11,751	–	–	0.57%	41
2025 Q1	$773K	Buy	11,751 +507	+5%	+$35.1K	0.56%	44
2024 Q4	$775K	Buy	11,244 +29	+0.3%	+$2.01K	0.62%	45
2024 Q3	$757K	Buy	+11,215	New	+$729K	0.64%	45

Other funds holding SPYM

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

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

USS Investment Management London, United Kingdom $27.8B AUM 39.41% 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 $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Beckerman Institutional's SPYM Position: Q2 2026 in Review

Beckerman Institutional held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 11,958 shares worth $1.05M. The position accounts for 0.5% of the portfolio, ranked #47.

Beckerman Institutional first reported a position in SPYM in Q3 2024 and has held it in 8 quarters since. 1,732 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Beckerman Institutional held 11,958 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.05M as of Q2 2026.
Beckerman Institutional 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 0.5% of Beckerman Institutional's portfolio in Q2 2026, its #47 holding.
Beckerman Institutional first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
1,732 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.