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

Bleakley 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	$2.39M	Sell	27,184 -2,237	-8%	-$191K	0.03%	429
2026 Q1	$2.25M	Buy	29,421 +3,861	+15%	+$309K	0.04%	367
2025 Q4	$2.05M	Buy	25,560 +178	+0.7%	+$14.2K	0.04%	348
2025 Q3	$1.99M	Buy	25,382 +5,385	+27%	+$406K	0.05%	291
2025 Q2	$1.45M	Buy	19,997 +2,023	+11%	+$136K	0.04%	330
2025 Q1	$1.18M	Sell	17,974 -1,351	-7%	-$93.4K	0.04%	315
2024 Q4	$1.33M	Buy	19,325 +656	+4%	+$45.5K	0.04%	343
2024 Q3	$1.26M	Buy	18,669 +926	+5%	+$60.2K	0.04%	350
2024 Q2	$1.14M	Buy	17,743 +321	+2%	+$19.8K	0.03%	391
2024 Q1	$1.07M	Buy	17,422 +620	+4%	+$36.3K	0.03%	411
2023 Q4	$939K	Buy	16,802 +9	+0.1%	+$472	0.03%	411
2023 Q3	$844K	Sell	16,793 -11	-0.1%	-$575	0.03%	414
2023 Q2	$876K	Buy	16,804 +2,784	+20%	+$137K	0.03%	434
2023 Q1	$675K	Hold	14,020	–	–	0.02%	494
2022 Q4	$631K	Buy	+14,020	New	+$634K	0.02%	487

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

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

Bleakley Financial Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 7.6% in Q2 2026, selling an estimated $191K and leaving 27,184 shares worth $2.39M. The position accounts for 0.03% of the portfolio, ranked #429.

Bleakley Financial Group first reported a position in SPYM in Q4 2022 and has held it in 15 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Bleakley Financial Group held 27,184 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.39M as of Q2 2026.
Bleakley Financial Group sold 2,237 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $191K.
State Street SPDR Portfolio S&P 500 ETF made up 0.03% of Bleakley Financial Group's portfolio in Q2 2026, its #429 holding.
Bleakley Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 15 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 Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.