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

Butensky & Cohen Financial Security’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	$2.72M	Sell	30,898 -478	-2%	-$40.8K	0.67%	68
2026 Q1	$2.4M	Buy	31,376 +251	+0.8%	+$20.1K	0.63%	71
2025 Q4	$2.5M	Buy	31,125 +134	+0.4%	+$10.7K	0.68%	68
2025 Q3	$2.43M	Sell	30,991 -540	-2%	-$40.7K	0.68%	67
2025 Q2	$2.29M	Buy	31,531 +1,086	+4%	+$73K	0.68%	68
2025 Q1	$2M	Sell	30,445 -60	-0.2%	-$4.15K	0.61%	70
2024 Q4	$2.1M	Sell	30,505 -891	-3%	-$61.8K	0.66%	72
2024 Q3	$2.12M	Sell	31,396 -422	-1%	-$27.4K	0.63%	70
2024 Q2	$2.04M	Sell	31,818 -448	-1%	-$27.6K	0.65%	69
2024 Q1	$1.99M	Buy	32,266 +426	+1%	+$24.9K	0.62%	69
2023 Q4	$1.78M	Sell	31,840 -661	-2%	-$34.6K	0.59%	69
2023 Q3	$1.63M	Sell	32,501 -593	-2%	-$31K	0.59%	68
2023 Q2	$1.72M	Buy	33,094 +243	+0.7%	+$12K	0.62%	69
2023 Q1	$1.58M	Buy	32,851 +1,114	+4%	+$52.3K	0.57%	70
2022 Q4	$1.43M	Buy	31,737 +1,207	+4%	+$54.6K	0.53%	71
2022 Q3	$1.28M	Buy	30,530 +1,122	+4%	+$52.4K	0.53%	72
2022 Q2	$1.3M	Buy	+29,408	New	+$1.42M	0.53%	75

Other funds holding SPYM

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Butensky & Cohen Financial Security's SPYM Position: Q2 2026 in Review

Butensky & Cohen Financial Security reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.5% in Q2 2026, selling an estimated $40.8K and leaving 30,898 shares worth $2.72M. The position accounts for 0.67% of the portfolio, ranked #68.

Butensky & Cohen Financial Security first reported a position in SPYM in Q2 2022 and has held it in 17 quarters since. 624 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Butensky & Cohen Financial Security held 30,898 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.72M as of Q2 2026.
Butensky & Cohen Financial Security sold 478 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $40.8K.
State Street SPDR Portfolio S&P 500 ETF made up 0.67% of Butensky & Cohen Financial Security's portfolio in Q2 2026, its #68 holding.
Butensky & Cohen Financial Security first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2022 and has held it in 17 quarters since.
624 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Butensky & Cohen Financial Security's 13F filing for Q2 2026, filed 10 Jul 2026.