Certified Advisory Corp’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Certified Advisory Corp’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	$360K	Sell	4,092 -5,796	-59%	-$494K	0.03%	256
2026 Q1	$757K	Buy	9,888 +5,539	+127%	+$443K	0.07%	183
2025 Q4	$349K	Buy	4,349 +12	+0.3%	+$954	0.03%	247
2025 Q3	$340K	Buy	4,337 +274	+7%	+$20.7K	0.03%	249
2025 Q2	$295K	Buy	4,063 +1	+0%	+$67	0.03%	255
2025 Q1	$267K	Sell	4,062 -267	-6%	-$18.5K	0.03%	253
2024 Q4	$298K	Buy	4,329 +1,012	+31%	+$70.1K	0.03%	246
2024 Q3	$224K	Sell	3,317 -148	-4%	-$9.63K	0.02%	277
2024 Q2	$222K	Buy	+3,465	New	+$213K	0.03%	266
2021 Q2	–	Sell	-768	Closed	-$36K	–	654
2021 Q1	$36K	Buy	+768	New	+$34.8K	0.01%	397
2020 Q2	$245K	Buy	6,770 +5,291	+358%	+$182K	0.08%	167
2020 Q1	$45K	Buy	1,479 +780	+112%	+$28K	0.02%	295
2019 Q4	$26K	Sell	699 -691	-50%	-$25K	0.01%	427
2019 Q3	$48K	Buy	1,390 +565	+68%	+$19.6K	0.02%	328
2019 Q2	$28K	Buy	+825	New	+$28K	0.01%	421

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Certified Advisory Corp's SPYM Position: Q2 2026 in Review

Certified Advisory Corp reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 59% in Q2 2026, selling an estimated $494K and leaving 4,092 shares worth $360K. The position accounts for 0.03% of the portfolio, ranked #256.

Certified Advisory Corp first reported a position in SPYM in Q2 2019 and has held it in 15 quarters since. The position peaked at $757K in Q1 2026. 755 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Certified Advisory Corp held 4,092 shares of State Street SPDR Portfolio S&P 500 ETF worth $360K as of Q2 2026.
Certified Advisory Corp sold 5,796 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $494K.
State Street SPDR Portfolio S&P 500 ETF made up 0.03% of Certified Advisory Corp's portfolio in Q2 2026, its #256 holding.
Certified Advisory Corp first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2019 and has held it in 15 quarters since.
Certified Advisory Corp's State Street SPDR Portfolio S&P 500 ETF position peaked at $757K in Q1 2026.
755 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.