Bradley Foster & Sargent’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Bradley Foster & Sargent’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	$27.9M	Buy	317,819 +2,933	+0.9%	+$250K	0.4%	57
2026 Q1	$24.1M	Sell	314,886 -2,585	-0.8%	-$207K	0.37%	60
2025 Q4	$25.5M	Buy	317,471 +233,288	+277%	+$18.6M	0.37%	62
2025 Q3	$6.59M	Buy	84,183 +1,255	+2%	+$94.7K	0.1%	140
2025 Q2	$6.03M	Buy	+82,928	New	+$5.58M	0.09%	144

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

Bradley Foster & Sargent's SPYM Position: Q2 2026 in Review

Bradley Foster & Sargent increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.93% in Q2 2026, buying an estimated $250K and bringing the position to 317,819 shares worth $27.9M. The position accounts for 0.4% of the portfolio, ranked #57.

Bradley Foster & Sargent first reported a position in SPYM in Q2 2025 and has held it in 5 quarters since. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Bradley Foster & Sargent held 317,819 shares of State Street SPDR Portfolio S&P 500 ETF worth $27.9M as of Q2 2026.
Bradley Foster & Sargent bought 2,933 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $250K.
State Street SPDR Portfolio S&P 500 ETF made up 0.4% of Bradley Foster & Sargent's portfolio in Q2 2026, its #57 holding.
Bradley Foster & Sargent first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.