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

Brown Financial Advisory’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	$101M	Buy	1,151,975 +71,955	+7%	+$6.14M	42.28%	1
2026 Q1	$82.7M	Buy	1,080,020 +23,817	+2%	+$1.91M	41%	1
2025 Q4	$84.7M	Buy	1,056,203 +30,392	+3%	+$2.42M	42.82%	1
2025 Q3	$80.4M	Sell	1,025,811 -4,118	-0.4%	-$311K	42.08%	1
2025 Q2	$74.9M	Buy	1,029,929 +66,427	+7%	+$4.47M	41.31%	1
2025 Q1	$63.4M	Buy	963,502 +52,414	+6%	+$3.63M	39.57%	1
2024 Q4	$62.8M	Buy	911,088 +28,499	+3%	+$1.98M	44.62%	1
2024 Q3	$59.6M	Buy	882,589 +18,752	+2%	+$1.22M	42.16%	1
2024 Q2	$55.3M	Buy	863,837 +25,327	+3%	+$1.56M	42.51%	1
2024 Q1	$51.6M	Buy	838,510 +4,777	+0.6%	+$280K	40.09%	1
2023 Q4	$46.6M	Sell	833,733 -1,408	-0.2%	-$73.8K	37.95%	1
2023 Q3	$42M	Sell	835,141 -8,755	-1%	-$458K	37.2%	1
2023 Q2	$44M	Buy	843,896 +26,918	+3%	+$1.33M	35.89%	1
2023 Q1	$39.3M	Buy	816,978 +40,061	+5%	+$1.88M	37.87%	1
2022 Q4	$34.9M	Buy	776,917 +5,314	+0.7%	+$240K	36.05%	1
2022 Q3	$32.4M	Buy	771,603 +91,457	+13%	+$4.27M	31.1%	1
2022 Q2	$30.2M	Buy	680,146 +47,795	+8%	+$2.3M	32.3%	1
2022 Q1	$33.6M	Buy	632,351 +36,861	+6%	+$1.93M	27.31%	1
2021 Q4	$33.2M	Buy	595,490 +8,508	+1%	+$459K	29.15%	1
2021 Q3	$29.6M	Buy	586,982 +26,439	+5%	+$1.37M	24.4%	1
2021 Q2	$28.2M	Buy	560,543 +14,985	+3%	+$735K	23.52%	1
2021 Q1	$25.4M	Buy	545,558 +25,525	+5%	+$1.16M	22.48%	1
2020 Q4	$22.9M	Buy	+520,033	New	+$21.7M	20.26%	1

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

Brown Financial Advisory's SPYM Position: Q2 2026 in Review

Brown Financial Advisory increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 6.7% in Q2 2026, buying an estimated $6.14M and bringing the position to 1,151,975 shares worth $101M. The position accounts for 42.28% of the portfolio, ranked #1.

Brown Financial Advisory first reported a position in SPYM in Q4 2020 and has held it in 23 quarters since. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Brown Financial Advisory held 1,151,975 shares of State Street SPDR Portfolio S&P 500 ETF worth $101M as of Q2 2026.
Brown Financial Advisory bought 71,955 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $6.14M.
State Street SPDR Portfolio S&P 500 ETF made up 42.28% of Brown Financial Advisory's portfolio in Q2 2026, its #1 holding.
Brown Financial Advisory first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 23 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 Brown Financial Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.