Brio Consultants’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Brio Consultants’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	$16.2M	Buy	183,922 +32,293	+21%	+$2.76M	1.89%	13
2026 Q1	$12.9M	Buy	151,629 +90,183	+147%	+$7.21M	1.58%	14
2025 Q4	$4.93M	Buy	61,446 +45,065	+275%	+$3.58M	0.64%	34
2025 Q3	$1.28M	Buy	16,381 +2,807	+21%	+$212K	0.18%	63
2025 Q2	$987K	Buy	13,574 +3,525	+35%	+$237K	0.14%	67
2025 Q1	$661K	Buy	10,049 +2,927	+41%	+$202K	0.1%	69
2024 Q4	$491K	Buy	7,122 +401	+6%	+$27.8K	0.08%	81
2024 Q3	$454K	Buy	6,721 +723	+12%	+$47K	0.07%	83
2024 Q2	$384K	Buy	5,998 +4	+0.1%	+$246	0.06%	81
2024 Q1	$369K	Sell	5,994 -116	-2%	-$6.79K	0.06%	79
2023 Q4	$342K	Sell	6,110 -170	-3%	-$8.91K	0.06%	79
2023 Q3	$316K	Sell	6,280 -378	-6%	-$19.8K	0.06%	74
2023 Q2	$347K	Sell	6,658 -1,224	-16%	-$60.4K	0.06%	75
2023 Q1	$380K	Sell	7,882 -1,450	-16%	-$68K	0.07%	71
2022 Q4	$420K	Sell	9,332 -2,682	-22%	-$121K	0.08%	66
2022 Q3	$535K	Sell	12,014 -2,493	-17%	-$116K	0.11%	65
2022 Q2	$646K	Sell	14,507 -504,672	-97%	-$24.3M	0.15%	51
2022 Q1	$27.6M	Sell	519,179 -55,973	-10%	-$2.93M	5.88%	5
2021 Q4	$32.1M	Sell	575,152 -1,737	-0.3%	-$93.8K	7.55%	3
2021 Q3	$29.1M	Buy	576,889 +33,490	+6%	+$1.74M	7.07%	3
2021 Q2	$27.3M	Buy	543,399 +11,003	+2%	+$540K	6.99%	3
2021 Q1	$24.8M	Buy	532,396 +16,865	+3%	+$765K	7.31%	3
2020 Q4	$22.7M	Buy	515,531 +113,835	+28%	+$4.75M	7.32%	3
2020 Q3	$15.8M	Buy	401,696 +31,974	+9%	+$1.24M	4.77%	6
2020 Q2	$13.4M	Sell	369,722 -4,356	-1%	-$150K	4.48%	6
2020 Q1	$11.3M	Buy	374,078 +23,301	+7%	+$836K	4.52%	8
2019 Q4	$13.3M	Buy	350,777 +21,986	+7%	+$795K	4.46%	10
2019 Q3	$11.5M	Buy	328,791 +36,367	+12%	+$1.26M	4.29%	9
2019 Q2	$10.1M	Buy	292,424 +18,845	+7%	+$639K	4.06%	7
2019 Q1	$9.09M	Sell	273,579 -71,470	-21%	-$2.28M	4.03%	7
2018 Q4	$10.1M	Buy	+345,049	New	+$10.9M	5.18%	7

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

Brio Consultants's SPYM Position: Q2 2026 in Review

Brio Consultants increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 21% in Q2 2026, buying an estimated $2.76M and bringing the position to 183,922 shares worth $16.2M. The position accounts for 1.89% of the portfolio, ranked #13.

Brio Consultants first reported a position in SPYM in Q4 2018 and has held it in 31 quarters since. The position peaked at $32.1M in Q4 2021. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Brio Consultants held 183,922 shares of State Street SPDR Portfolio S&P 500 ETF worth $16.2M as of Q2 2026.
Brio Consultants bought 32,293 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.76M.
State Street SPDR Portfolio S&P 500 ETF made up 1.89% of Brio Consultants's portfolio in Q2 2026, its #13 holding.
Brio Consultants first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
Brio Consultants's State Street SPDR Portfolio S&P 500 ETF position peaked at $32.1M in Q4 2021.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.