Cary Street Partners Investment Advisory’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Cary Street Partners Investment 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	$8.15M	Buy	92,767 +25,062	+37%	+$2.14M	1.65%	7
2026 Q1	$5.18M	Buy	67,705 +9,354	+16%	+$748K	1.32%	7
2025 Q4	$4.68M	Buy	58,351 +57,453	+6,398%	+$4.57M	1.26%	11
2025 Q3	$70.3K	Hold	898	–	–	0.03%	403
2025 Q2	$65.3K	Buy	898 +151	+20%	+$10.2K	0.03%	369
2025 Q1	$49.1K	Sell	747 -7,696	-91%	-$532K	0.03%	370
2024 Q4	$582K	Sell	8,443 -311,524	-97%	-$21.6M	0.38%	63
2024 Q3	$21.6M	Buy	319,967 +51,071	+19%	+$3.32M	0.8%	25
2024 Q2	$17.2M	Buy	268,896 +73,480	+38%	+$4.52M	0.7%	30
2024 Q1	$12M	Buy	195,416 +15,370	+9%	+$900K	0.51%	45
2023 Q4	$10.1M	Buy	180,046 +20,373	+13%	+$1.07M	0.48%	48
2023 Q3	$8.03M	Buy	159,673 +15,586	+11%	+$815K	0.43%	57
2023 Q2	$7.51M	Sell	144,087 -3,931	-3%	-$194K	0.48%	52
2023 Q1	$7.13M	Sell	148,018 -1,238	-0.8%	-$58.1K	0.51%	54
2022 Q4	$6.71M	Sell	149,256 -5,967	-4%	-$270K	0.49%	57
2022 Q3	$6.52M	Buy	155,223 +7,831	+5%	+$366K	0.54%	53
2022 Q2	$6.54M	Buy	+147,392	New	+$7.1M	0.55%	54
2020 Q4	–	Sell	-3,742	Closed	-$147K	–	796
2020 Q3	$147K	Buy	+3,742	New	+$146K	0.03%	307

Other funds holding SPYM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

MCM

MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

1WM

1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cary Street Partners Investment Advisory's SPYM Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 37% in Q2 2026, buying an estimated $2.14M and bringing the position to 92,767 shares worth $8.15M. The position accounts for 1.65% of the portfolio, ranked #7.

Cary Street Partners Investment Advisory first reported a position in SPYM in Q3 2020 and has held it in 18 quarters since. The position peaked at $21.6M in Q3 2024. 1,181 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Cary Street Partners Investment Advisory held 92,767 shares of State Street SPDR Portfolio S&P 500 ETF worth $8.15M as of Q2 2026.
Cary Street Partners Investment Advisory bought 25,062 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.14M.
State Street SPDR Portfolio S&P 500 ETF made up 1.65% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #7 holding.
Cary Street Partners Investment Advisory first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2020 and has held it in 18 quarters since.
Cary Street Partners Investment Advisory's State Street SPDR Portfolio S&P 500 ETF position peaked at $21.6M in Q3 2024.
1,181 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.