Blue Edge Capital’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Blue Edge Capital’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	$2.28M	Buy	25,911 +14,606	+129%	+$1.25M	0.27%	61
2026 Q1	$865K	Buy	11,305 +2,507	+28%	+$201K	0.11%	83
2025 Q4	$706K	Buy	8,798 +5,933	+207%	+$472K	0.09%	87
2025 Q3	$224K	Buy	+2,865	New	+$216K	0.03%	120

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 45.26% 1-Year Est. Return

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

Blue Edge Capital's SPYM Position: Q2 2026 in Review

Blue Edge Capital increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 129% in Q2 2026, buying an estimated $1.25M and bringing the position to 25,911 shares worth $2.28M. The position accounts for 0.27% of the portfolio, ranked #61.

Blue Edge Capital first reported a position in SPYM in Q3 2025 and has held it in 4 quarters since. 1,736 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Blue Edge Capital held 25,911 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.28M as of Q2 2026.
Blue Edge Capital bought 14,606 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.25M.
State Street SPDR Portfolio S&P 500 ETF made up 0.27% of Blue Edge Capital's portfolio in Q2 2026, its #61 holding.
Blue Edge Capital first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
1,736 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Blue Edge Capital's 13F filing for Q2 2026, filed 17 Aug 2026.