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

Buttonwood Financial Group’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	$23M	Buy	261,338 +42,449	+19%	+$3.62M	13.13%	2
2026 Q1	$16.8M	Sell	218,889 -277,852	-56%	-$22.2M	10.31%	3
2025 Q4	$40.6M	Sell	496,741 -184,952	-27%	-$14.7M	21.56%	1
2025 Q3	$53.7M	Buy	681,693 +339,834	+99%	+$25.6M	23.17%	1
2025 Q2	$25M	Sell	341,859 -142,507	-29%	-$9.58M	12.67%	3
2025 Q1	$29.9M	Sell	484,366 -47,826	-9%	-$3.31M	17.52%	1
2024 Q4	$38.1M	Buy	532,192 +4,153	+0.8%	+$288K	21.08%	1
2024 Q3	$35.6M	Buy	528,039 +146,132	+38%	+$9.5M	21.39%	1
2024 Q2	$24.5M	Sell	381,907 -199,172	-34%	-$12.3M	13.97%	2
2024 Q1	$35.8M	Sell	581,079 -32,458	-5%	-$1.9M	21.15%	1
2023 Q4	$34.3M	Buy	613,537 +3,998	+0.7%	+$209K	24.96%	1
2023 Q3	$29.9M	Sell	609,539 -35,456	-5%	-$1.85M	21.84%	1
2023 Q2	$34.4M	Sell	644,995 -42,078	-6%	-$2.08M	29.83%	1
2023 Q1	$33.1M	Sell	687,073 -126,891	-16%	-$5.95M	33.01%	1
2022 Q4	$36.6M	Buy	813,964 +8,602	+1%	+$389K	33.28%	1
2022 Q3	$33.8M	Buy	805,362 +192,815	+31%	+$9M	35.15%	1
2022 Q2	$27.2M	Sell	612,547 -160,249	-21%	-$7.72M	26.58%	1
2022 Q1	$41.1M	Buy	+772,796	New	+$40.5M	30.52%	2

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

Buttonwood Financial Group's SPYM Position: Q2 2026 in Review

Buttonwood Financial Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 19% in Q2 2026, buying an estimated $3.62M and bringing the position to 261,338 shares worth $23M. The position accounts for 13.13% of the portfolio, ranked #2.

Buttonwood Financial Group first reported a position in SPYM in Q1 2022 and has held it in 18 quarters since. The position peaked at $53.7M in Q3 2025. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Buttonwood Financial Group held 261,338 shares of State Street SPDR Portfolio S&P 500 ETF worth $23M as of Q2 2026.
Buttonwood Financial Group bought 42,449 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $3.62M.
State Street SPDR Portfolio S&P 500 ETF made up 13.13% of Buttonwood Financial Group's portfolio in Q2 2026, its #2 holding.
Buttonwood Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and has held it in 18 quarters since.
Buttonwood Financial Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $53.7M in Q3 2025.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Buttonwood Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.