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

Blue Trust 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	$25.1K	Buy	+286	New	+$24.4K	﹤0.01%	1588
2026 Q1	–	Sell	-145	Closed	-$11.6K	–	2667
2025 Q4	$11.6K	Sell	145 -54	-27%	-$4.29K	﹤0.01%	1824
2025 Q3	$15.6K	Sell	199 -100	-33%	-$7.54K	﹤0.01%	1740
2025 Q2	$21.7K	Buy	+299	New	+$20.1K	﹤0.01%	1653
2025 Q1	–	Sell	-533	Closed	-$36.7K	–	2552
2024 Q4	$36.7K	Buy	533 +47	+10%	+$3.26K	﹤0.01%	1443
2024 Q3	$31.1K	Buy	+486	New	+$31.6K	﹤0.01%	1768
2022 Q4	–	Sell	-90	Closed	-$4K	–	2457
2022 Q3	$4K	Buy	+90	New	+$4.2K	﹤0.01%	1647

Other funds holding SPYM

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Blue Trust Inc's SPYM Position: Q2 2026 in Review

Blue Trust Inc opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 286 shares worth $25.1K. The stake represents ﹤0.01% of the portfolio and ranks #1588 among its holdings. This is a return to the name: Blue Trust Inc previously reported a position in SPYM as recently as Q4 2025.

Blue Trust Inc first reported a position in SPYM in Q3 2022 and has held it in 7 quarters since. The position peaked at $36.7K in Q4 2024. 890 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Blue Trust Inc held 286 shares of State Street SPDR Portfolio S&P 500 ETF worth $25.1K as of Q2 2026.
State Street SPDR Portfolio S&P 500 ETF was a new Blue Trust Inc position in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1588 holding.
Blue Trust Inc first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2022 and has held it in 7 quarters since.
Blue Trust Inc's State Street SPDR Portfolio S&P 500 ETF position peaked at $36.7K in Q4 2024.
890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.