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

Bluestem Financial Advisors’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	$3.87M	Sell	43,984 -1,589	-3%	-$136K	1.35%	16
2026 Q1	$3.49M	Sell	45,573 -4,248	-9%	-$340K	1.35%	15
2025 Q4	$4M	Sell	49,821 -724	-1%	-$57.6K	1.54%	15
2025 Q3	$3.96M	Buy	50,545 +27	+0.1%	+$2.04K	1.55%	15
2025 Q2	$3.67M	Buy	50,518 +121	+0.2%	+$8.14K	1.57%	15
2025 Q1	$3.31M	Buy	50,397 +17	+0%	+$1.18K	1.55%	15
2024 Q4	$3.47M	Sell	50,380 -430	-0.8%	-$29.8K	1.63%	15
2024 Q3	$3.43M	Sell	50,810 -1,786	-3%	-$116K	1.6%	15
2024 Q2	$3.37M	Sell	52,596 -4,307	-8%	-$265K	1.7%	13
2024 Q1	$3.5M	Buy	56,903 +2,667	+5%	+$156K	1.81%	11
2023 Q4	$3.03M	Sell	54,236 -2,883	-5%	-$151K	1.76%	12
2023 Q3	$2.87M	Buy	57,119 +1,830	+3%	+$95.7K	1.75%	12
2023 Q2	$2.88M	Buy	55,289 +706	+1%	+$34.8K	1.74%	12
2023 Q1	$2.63M	Sell	54,583 -1,848	-3%	-$86.7K	1.62%	15
2022 Q4	$2.54M	Buy	56,431 +30,630	+119%	+$1.38M	1.67%	14
2022 Q3	$1.08M	Sell	25,801 -11,008	-30%	-$514K	0.77%	16
2022 Q2	$1.63M	Sell	36,809 -2,180	-6%	-$105K	1.13%	16
2022 Q1	$2.07M	Buy	38,989 +22,375	+135%	+$1.17M	1.3%	13
2021 Q4	$928K	Sell	16,614 -55	-0.3%	-$2.97K	0.58%	16
2021 Q3	$841K	Buy	16,669 +27	+0.2%	+$1.4K	0.55%	16
2021 Q2	$838K	Buy	16,642 +31	+0.2%	+$1.52K	0.56%	16
2021 Q1	$774K	Buy	16,611 +36	+0.2%	+$1.63K	0.55%	15
2020 Q4	$729K	Buy	16,575 +38	+0.2%	+$1.58K	0.53%	15
2020 Q3	$651K	Buy	16,537 +37	+0.2%	+$1.44K	0.55%	15
2020 Q2	$598K	Buy	+16,500	New	+$567K	0.55%	13

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

Bluestem Financial Advisors's SPYM Position: Q2 2026 in Review

Bluestem Financial Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.5% in Q2 2026, selling an estimated $136K and leaving 43,984 shares worth $3.87M. The position accounts for 1.35% of the portfolio, ranked #16.

Bluestem Financial Advisors first reported a position in SPYM in Q2 2020 and has held it in 25 quarters since. The position peaked at $4M in Q4 2025. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Bluestem Financial Advisors held 43,984 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.87M as of Q2 2026.
Bluestem Financial Advisors sold 1,589 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $136K.
State Street SPDR Portfolio S&P 500 ETF made up 1.35% of Bluestem Financial Advisors's portfolio in Q2 2026, its #16 holding.
Bluestem Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2020 and has held it in 25 quarters since.
Bluestem Financial Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $4M in Q4 2025.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Bluestem Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.