Center For Asset Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Center For Asset Management’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	$210K	Buy	+2,385	New	+$203K	0.09%	146
2026 Q1	–	Sell	-2,878	Closed	-$231K	–	153
2025 Q4	$231K	Buy	2,878 +112	+4%	+$8.91K	0.12%	135
2025 Q3	$217K	Buy	+2,766	New	+$209K	0.12%	132
2024 Q4	–	Sell	-3,481	Closed	-$235K	–	131
2024 Q3	$235K	Buy	+3,481	New	+$226K	0.14%	111
2024 Q2	–	Sell	-4,385	Closed	-$270K	–	124
2024 Q1	$270K	Sell	4,385 -79	-2%	-$4.63K	0.22%	88
2023 Q4	$250K	Sell	4,464 -602	-12%	-$31.5K	0.23%	91
2023 Q3	$255K	Hold	5,066	–	–	0.25%	90
2023 Q2	$264K	Buy	+5,066	New	+$250K	0.25%	88
2023 Q1	–	Sell	-10,029	Closed	-$451K	–	117
2022 Q4	$451K	Buy	10,029 +1,636	+19%	+$73.9K	0.42%	64
2022 Q3	$352K	Sell	8,393 -2,495	-23%	-$117K	0.35%	73
2022 Q2	$483K	Sell	10,888 -11,266	-51%	-$543K	0.45%	55
2022 Q1	$1.18M	Buy	22,154 +364	+2%	+$19.1K	0.91%	29
2021 Q4	$1.22M	Sell	21,790 -10,822	-33%	-$584K	0.9%	30
2021 Q3	$1.65M	Sell	32,612 -837	-3%	-$43.4K	1.39%	20
2021 Q2	$1.68M	Sell	33,449 -119	-0.4%	-$5.84K	1.45%	20
2021 Q1	$1.56M	Sell	33,568 -2,002	-6%	-$90.8K	1.5%	20
2020 Q4	$1.56M	Buy	+35,570	New	+$1.48M	1.56%	18

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

Center For Asset Management's SPYM Position: Q2 2026 in Review

Center For Asset Management opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 2,385 shares worth $210K. The stake represents 0.09% of the portfolio and ranks #146 among its holdings. This is a return to the name: Center For Asset Management previously reported a position in SPYM as recently as Q4 2025.

Center For Asset Management first reported a position in SPYM in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.68M in Q2 2021. 1,720 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Center For Asset Management held 2,385 shares of State Street SPDR Portfolio S&P 500 ETF worth $210K as of Q2 2026.
State Street SPDR Portfolio S&P 500 ETF was a new Center For Asset Management position in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.09% of Center For Asset Management's portfolio in Q2 2026, its #146 holding.
Center For Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 17 quarters since.
Center For Asset Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.68M in Q2 2021.
1,720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Center For Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.