Brighton Jones LLC’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Brighton Jones LLC’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	$1.84M	Buy	20,943 +2,188	+12%	+$187K	0.03%	326
2026 Q1	$1.44M	Buy	+18,755	New	+$1.5M	0.03%	358
2025 Q4	–	Sell	-16,631	Closed	-$1.3M	–	820
2025 Q3	$1.3M	Buy	16,631 +5,908	+55%	+$446K	0.03%	324
2025 Q2	$779K	Sell	10,723 -322	-3%	-$21.7K	0.02%	387
2025 Q1	$726K	Buy	11,045 +6,528	+145%	+$451K	0.02%	310
2024 Q4	$311K	Buy	+4,517	New	+$313K	0.01%	509
2024 Q3	–	Sell	-6,530	Closed	-$418K	–	660
2024 Q2	$418K	Buy	6,530 +181	+3%	+$11.1K	0.01%	388
2024 Q1	$391K	Buy	6,349 +825	+15%	+$48.3K	0.01%	401
2023 Q4	$309K	Buy	+5,524	New	+$289K	0.01%	435

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

Brighton Jones LLC's SPYM Position: Q2 2026 in Review

Brighton Jones LLC increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 12% in Q2 2026, buying an estimated $187K and bringing the position to 20,943 shares worth $1.84M. The position accounts for 0.03% of the portfolio, ranked #326.

Brighton Jones LLC first reported a position in SPYM in Q4 2023 and has held it in 9 quarters since. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Brighton Jones LLC held 20,943 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.84M as of Q2 2026.
Brighton Jones LLC bought 2,188 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $187K.
State Street SPDR Portfolio S&P 500 ETF made up 0.03% of Brighton Jones LLC's portfolio in Q2 2026, its #326 holding.
Brighton Jones LLC first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 9 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 Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.