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

BFSG LLC’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	$18K	Sell	205 -150	-42%	-$12.8K	﹤0.01%	519
2026 Q1	$27.2K	Sell	355 -17	-5%	-$1.36K	﹤0.01%	468
2025 Q4	$29.8K	Buy	372 +206	+124%	+$16.4K	﹤0.01%	448
2025 Q3	$13K	Buy	166 +154	+1,283%	+$11.6K	﹤0.01%	517
2025 Q2	$873	Hold	12	–	–	﹤0.01%	637
2025 Q1	$790	Hold	12	–	–	﹤0.01%	639
2024 Q4	$828	Sell	12 -4	-25%	-$277	﹤0.01%	635
2024 Q3	$1.08K	Sell	16 -24	-60%	-$1.56K	﹤0.01%	601
2024 Q2	$2.56K	Hold	40	–	–	﹤0.01%	565
2024 Q1	$2.46K	Buy	+40	New	+$2.34K	﹤0.01%	581

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

BFSG LLC's SPYM Position: Q2 2026 in Review

BFSG LLC reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 42% in Q2 2026, selling an estimated $12.8K and leaving 205 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

BFSG LLC first reported a position in SPYM in Q1 2024 and has held it in 10 quarters since. The position peaked at $29.8K in Q4 2025. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

BFSG LLC held 205 shares of State Street SPDR Portfolio S&P 500 ETF worth $18K as of Q2 2026.
BFSG LLC sold 150 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $12.8K.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #519 holding.
BFSG LLC first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
BFSG LLC's State Street SPDR Portfolio S&P 500 ETF position peaked at $29.8K in Q4 2025.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.