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

Cercano 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	–	Sell	-45,151	Closed	-$3.46M	–	153
2026 Q1	$3.46M	Hold	45,151	–	–	0.15%	73
2025 Q4	$3.62M	Hold	45,151	–	–	0.14%	71
2025 Q3	$3.54M	Buy	+45,151	New	+$3.41M	0.14%	76

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

Cercano Management's SPYM Position: Q2 2026 in Review

Cercano Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026, closing a stake of 45,151 shares — an estimated $3.46M sold.

Cercano Management first reported a position in SPYM in Q3 2025 and held it in 3 quarters. The position peaked at $3.62M in Q4 2025. 1,720 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Cercano Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
Cercano Management sold 45,151 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $3.46M.
Cercano Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and held it in 3 quarters.
Cercano Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $3.62M in Q4 2025.
1,720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Cercano Management's 13F filing for Q2 2026, filed 13 Aug 2026.