Benjamin Edwards Inc’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Benjamin Edwards Inc’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	$19.2M	Buy	218,268 +5,443	+3%	+$464K	0.17%	156
2026 Q1	$16.3M	Buy	212,825 +16,367	+8%	+$1.31M	0.16%	156
2025 Q4	$15.8M	Buy	196,458 +2,825	+1%	+$225K	0.17%	144
2025 Q3	$15.2M	Buy	193,633 +6,303	+3%	+$475K	0.17%	137
2025 Q2	$13.6M	Buy	187,330 +21,918	+13%	+$1.47M	0.17%	134
2025 Q1	$10.9M	Buy	+165,412	New	+$11.4M	0.15%	148
2024 Q3	–	Sell	-31	Closed	-$2K	–	1191
2024 Q2	$2K	Buy	+31	New	+$1.91K	﹤0.01%	663

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

Benjamin Edwards Inc's SPYM Position: Q2 2026 in Review

Benjamin Edwards Inc increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.6% in Q2 2026, buying an estimated $464K and bringing the position to 218,268 shares worth $19.2M. The position accounts for 0.17% of the portfolio, ranked #156.

Benjamin Edwards Inc first reported a position in SPYM in Q2 2024 and has held it in 7 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Benjamin Edwards Inc held 218,268 shares of State Street SPDR Portfolio S&P 500 ETF worth $19.2M as of Q2 2026.
Benjamin Edwards Inc bought 5,443 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $464K.
State Street SPDR Portfolio S&P 500 ETF made up 0.17% of Benjamin Edwards Inc's portfolio in Q2 2026, its #156 holding.
Benjamin Edwards Inc first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 7 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.