Brinker Capital Investments’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Brinker Capital Investments’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	$36.3M	Buy	413,622 +31,490	+8%	+$2.69M	0.28%	61
2026 Q1	$29.2M	Buy	382,132 +909	+0.2%	+$72.7K	0.25%	69
2025 Q4	$30.6M	Buy	381,223 +40,618	+12%	+$3.23M	0.22%	73
2025 Q3	$26.7M	Sell	340,605 -8,855	-3%	-$668K	0.21%	84
2025 Q2	$25.4M	Buy	349,460 +75,690	+28%	+$5.09M	0.22%	87
2025 Q1	$18M	Buy	273,770 +289	+0.1%	+$20K	0.18%	110
2024 Q4	$18.9M	Buy	273,481 +53,674	+24%	+$3.72M	0.19%	107
2024 Q3	$14.8M	Buy	219,807 +846	+0.4%	+$55K	0.15%	135
2024 Q2	$14M	Buy	218,961 +25,177	+13%	+$1.55M	0.15%	136
2024 Q1	$11.9M	Sell	193,784 -63,376	-25%	-$3.71M	0.13%	161
2023 Q4	$14.4M	Buy	257,160 +108,287	+73%	+$5.67M	0.17%	129
2023 Q3	$7.48M	Sell	148,873 -10,848	-7%	-$567K	0.09%	214
2023 Q2	$8.32M	Buy	159,721 +21,941	+16%	+$1.08M	0.09%	225
2023 Q1	$6.63M	Buy	137,780 +122,658	+811%	+$5.75M	0.08%	215
2022 Q4	$680K	Buy	15,122 +107	+0.7%	+$4.84K	0.01%	879
2022 Q3	$630K	Sell	15,015 -234	-2%	-$10.9K	0.01%	873
2022 Q2	$676K	Sell	15,249 -783	-5%	-$37.7K	0.01%	870
2022 Q1	$852K	Sell	16,032 -1,159	-7%	-$60.7K	0.01%	861
2021 Q4	$960K	Sell	17,191 -8,432	-33%	-$455K	0.01%	833
2021 Q3	$1.29M	Buy	25,623 +754	+3%	+$39.1K	0.02%	685
2021 Q2	$1.25M	Buy	24,869 +9,293	+60%	+$456K	0.02%	747
2021 Q1	$726K	Buy	15,576 +2,464	+19%	+$112K	0.01%	794
2020 Q4	$576K	Sell	13,112 -536	-4%	-$22.4K	0.01%	808
2020 Q3	$537K	Buy	13,648 +372	+3%	+$14.5K	0.01%	886
2020 Q2	$481K	Buy	13,276 +1,727	+15%	+$59.4K	0.02%	252
2020 Q1	$349K	Buy	11,549 +3,308	+40%	+$119K	0.02%	267
2019 Q4	$312K	Buy	8,241 +4,256	+107%	+$154K	0.01%	289
2019 Q3	$139K	Buy	3,985 +3,306	+487%	+$115K	﹤0.01%	352
2019 Q2	$23K	Buy	679 +433	+176%	+$14.7K	﹤0.01%	684
2019 Q1	$8K	Sell	246 -33,095	-99%	-$1.06M	﹤0.01%	673
2018 Q4	$974K	Buy	+33,341	New	+$1.05M	0.03%	230

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

Brinker Capital Investments's SPYM Position: Q2 2026 in Review

Brinker Capital Investments increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 8.2% in Q2 2026, buying an estimated $2.69M and bringing the position to 413,622 shares worth $36.3M. The position accounts for 0.28% of the portfolio, ranked #61.

Brinker Capital Investments first reported a position in SPYM in Q4 2018 and has held it in 31 quarters since. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Brinker Capital Investments held 413,622 shares of State Street SPDR Portfolio S&P 500 ETF worth $36.3M as of Q2 2026.
Brinker Capital Investments bought 31,490 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.69M.
State Street SPDR Portfolio S&P 500 ETF made up 0.28% of Brinker Capital Investments's portfolio in Q2 2026, its #61 holding.
Brinker Capital Investments first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2018 and has held it in 31 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 Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.