CIAS
SPYM

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

CFS Investment Advisory Services’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 		$131M Buy
1,490,244
+380,006
+34% +$32.4M 8.71% 1
2026
Q1 		$92.8M Buy
1,110,238
+285,760
+35% +$22.9M 6.39% 2
2025
Q4 		$66.1M Buy
824,478
+20,272
+3% +$1.61M 4.83% 2
2025
Q3 		$64.1M Buy
804,206
+45,944
+6% +$3.47M 4.76% 2
2025
Q2 		$55.1M Sell
758,262
-231,658
-23% -$15.6M 4.51% 2
2025
Q1 		$65.1M Sell
989,920
-105,286
-10% -$7.28M 5.79% 2
2024
Q4 		$75.5M Sell
1,095,206
-7,924
-0.7% -$549K 6.77% 2
2024
Q3 		$74.5M Sell
1,103,130
-135,836
-11% -$8.83M 6.26% 2
2024
Q2 		$79.3M Sell
1,238,966
-146,548
-11% -$9.02M 6.43% 3
2024
Q1 		$85.3M Sell
1,385,514
-447,102
-24% -$26.2M 14.33% 2
2023
Q4 		$102M Buy
1,832,616
+124,282
+7% +$6.51M 18.45% 1
2023
Q3 		$85.9M Buy
1,708,334
+215,407
+14% +$11.3M 13.68% 1
2023
Q2 		$77.8M Sell
1,492,927
-5,606
-0.4% -$277K 9.94% 2
2023
Q1 		$72.2M Sell
1,498,533
-152,646
-9% -$7.16M 13.12% 1
2022
Q4 		$74.3M Buy
1,651,179
+1,905
+0.1% +$86.1K 16.85% 1
2022
Q3 		$69.3M Buy
1,649,274
+36,289
+2% +$1.69M 17.84% 2
2022
Q2 		$71.5M Buy
+1,612,985
New +$77.7M 10.94% 1
2021
Q4 		$76.2M Buy
1,439,782
+263,597
+22% +$14.2M 10.23% 1
2021
Q3 		$59.3M Buy
+1,176,185
New +$61M 8.13% 2
2020
Q4 		$48.6M Buy
+1,105,176
New +$46.1M 7.74% 2

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Creative Planning
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

CFS Investment Advisory Services's SPYM Position: Q2 2026 in Review

CFS Investment Advisory Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 34% in Q2 2026, buying an estimated $32.4M and bringing the position to 1,490,244 shares worth $131M. The position accounts for 8.71% of the portfolio, ranked #1.

CFS Investment Advisory Services first reported a position in SPYM in Q4 2020 and has held it in 20 quarters since. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • CFS Investment Advisory Services held 1,490,244 shares of State Street SPDR Portfolio S&P 500 ETF worth $131M as of Q2 2026.
  • CFS Investment Advisory Services bought 380,006 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $32.4M.
  • State Street SPDR Portfolio S&P 500 ETF made up 8.71% of CFS Investment Advisory Services's portfolio in Q2 2026, its #1 holding.
  • CFS Investment Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 20 quarters since.
  • 1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.