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

Bensler’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	$1.53M	Sell	17,362 -281	-2%	-$24K	0.13%	90
2026 Q1	$1.35M	Sell	17,643 -305	-2%	-$24.4K	0.14%	90
2025 Q4	$1.44M	Sell	17,948 -673	-4%	-$53.5K	0.14%	88
2025 Q3	$1.46M	Buy	18,621 +846	+5%	+$63.8K	0.15%	86
2025 Q2	$1.29M	Buy	17,775 +314	+2%	+$21.1K	0.14%	86
2025 Q1	$1.15M	Buy	17,461 +3,015	+21%	+$209K	0.14%	86
2024 Q4	$996K	Sell	14,446 -677	-4%	-$46.9K	0.12%	91
2024 Q3	$1.02M	Sell	15,123 -1,028	-6%	-$66.9K	0.13%	88
2024 Q2	$1.03M	Sell	16,151 -52,672	-77%	-$3.24M	0.14%	87
2024 Q1	$4.23M	Buy	68,823 +3,551	+5%	+$208K	0.61%	51
2023 Q4	$3.65M	Buy	65,272 +1,517	+2%	+$79.5K	0.61%	54
2023 Q3	$3.2M	Buy	63,755 +944	+2%	+$49.4K	0.62%	53
2023 Q2	$3.27M	Buy	62,811 +9,202	+17%	+$454K	0.62%	55
2023 Q1	$2.58M	Buy	53,609 +7,812	+17%	+$367K	0.52%	65
2022 Q4	$2.06M	Buy	45,797 +7,387	+19%	+$334K	0.46%	68
2022 Q3	$1.61M	Buy	38,410 +20,281	+112%	+$947K	0.38%	75
2022 Q2	$804K	Buy	18,129 +10,856	+149%	+$523K	0.19%	91
2022 Q1	$386K	Buy	+7,273	New	+$381K	0.08%	114

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

Bensler's SPYM Position: Q2 2026 in Review

Bensler reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.6% in Q2 2026, selling an estimated $24K and leaving 17,362 shares worth $1.53M. The position accounts for 0.13% of the portfolio, ranked #90.

Bensler first reported a position in SPYM in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.23M in Q1 2024. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Bensler held 17,362 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.53M as of Q2 2026.
Bensler sold 281 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $24K.
State Street SPDR Portfolio S&P 500 ETF made up 0.13% of Bensler's portfolio in Q2 2026, its #90 holding.
Bensler first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and has held it in 18 quarters since.
Bensler's State Street SPDR Portfolio S&P 500 ETF position peaked at $4.23M in Q1 2024.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Bensler's 13F filing for Q2 2026, filed 23 Jul 2026.