BLFG
SPYM

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

Brian Low 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 		$255K Sell
2,900
-343
-11% -$29.3K 0.15% 101
2026
Q1 		$248K Sell
3,243
-601
-16% -$48.1K 0.17% 99
2025
Q4 		$308K Sell
3,844
-15
-0.4% -$1.19K 0.22% 86
2025
Q3 		$302K Hold
3,859
– – 0.23% 85
2025
Q2 		$281K Buy
+3,859
New +$259K 0.26% 84

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Brian Low Financial Group's SPYM Position: Q2 2026 in Review

Brian Low Financial Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 11% in Q2 2026, selling an estimated $29.3K and leaving 2,900 shares worth $255K. The position accounts for 0.15% of the portfolio, ranked #101.

Brian Low Financial Group first reported a position in SPYM in Q2 2025 and has held it in 5 quarters since. The position peaked at $308K in Q4 2025. 1,720 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Brian Low Financial Group held 2,900 shares of State Street SPDR Portfolio S&P 500 ETF worth $255K as of Q2 2026.
  • Brian Low Financial Group sold 343 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $29.3K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.15% of Brian Low Financial Group's portfolio in Q2 2026, its #101 holding.
  • Brian Low Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
  • Brian Low Financial Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $308K in Q4 2025.
  • 1,720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Brian Low Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.