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

Brogan Financial’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	$7.15M	Buy	81,365 +2,334	+3%	+$199K	2.87%	6
2026 Q1	$6.05M	Buy	79,031 +183	+0.2%	+$14.6K	2.66%	6
2025 Q4	$6.33M	Buy	78,848 +4,920	+7%	+$391K	2.76%	6
2025 Q3	$5.79M	Buy	73,928 +3,487	+5%	+$263K	2.47%	6
2025 Q2	$5.12M	Buy	70,441 +3,162	+5%	+$213K	2.29%	6
2025 Q1	$4.42M	Buy	67,279 +2,017	+3%	+$140K	2.15%	6
2024 Q4	$4.5M	Buy	65,262 +53,418	+451%	+$3.7M	2.2%	6
2024 Q3	$800K	Buy	11,844 +204	+2%	+$13.3K	0.46%	15
2024 Q2	$745K	Buy	11,640 +240	+2%	+$14.8K	0.47%	14
2024 Q1	$701K	Buy	11,400 +331	+3%	+$19.4K	0.46%	14
2023 Q4	$619K	Buy	+11,069	New	+$580K	0.46%	15

Other funds holding SPYM

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 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 $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Brogan Financial's SPYM Position: Q2 2026 in Review

Brogan Financial increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3% in Q2 2026, buying an estimated $199K and bringing the position to 81,365 shares worth $7.15M. The position accounts for 2.87% of the portfolio, ranked #6.

Brogan Financial first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. 1,725 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Brogan Financial held 81,365 shares of State Street SPDR Portfolio S&P 500 ETF worth $7.15M as of Q2 2026.
Brogan Financial bought 2,334 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $199K.
State Street SPDR Portfolio S&P 500 ETF made up 2.87% of Brogan Financial's portfolio in Q2 2026, its #6 holding.
Brogan Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
1,725 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Brogan Financial's 13F filing for Q2 2026, filed 13 Aug 2026.