CA
SPYM

CGN Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

CGN Advisors’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 		$2.06M Buy
23,389
+320
+1% +$27.3K 0.15% 127
2026
Q1 		$1.77M Sell
23,069
-828
-3% -$66.2K 0.14% 139
2025
Q4 		$1.92M Buy
23,897
+242
+1% +$19.2K 0.15% 126
2025
Q3 		$1.85M Buy
23,655
+3,401
+17% +$257K 0.15% 130
2025
Q2 		$1.47M Sell
20,254
-68
-0.3% -$4.57K 0.13% 142
2025
Q1 		$1.34M Sell
20,322
-407
-2% -$28.1K 0.13% 148
2024
Q4 		$1.43M Sell
20,729
-1,115
-5% -$77.3K 0.14% 137
2024
Q3 		$1.47M Buy
21,844
+44
+0.2% +$2.86K 0.15% 136
2024
Q2 		$1.4M Sell
21,800
-1,115
-5% -$68.6K 0.16% 133
2024
Q1 		$1.41M Sell
22,915
-281
-1% -$16.5K 0.18% 130
2023
Q4 		$1.3M Sell
23,196
-480
-2% -$25.1K 0.18% 133
2023
Q3 		$1.19M Buy
23,676
+408
+2% +$21.3K 0.16% 135
2023
Q2 		$1.21M Sell
23,268
-501
-2% -$24.7K 0.17% 127
2023
Q1 		$1.14M Sell
23,769
-112
-0.5% -$5.25K 0.18% 127
2022
Q4 		$1.07M Sell
23,881
-4,463
-16% -$202K 0.19% 133
2022
Q3 		$1.19M Sell
28,344
-3,451
-11% -$161K 0.3% 93
2022
Q2 		$1.41M Sell
31,795
-10,207
-24% -$492K 0.4% 65
2022
Q1 		$2.23M Buy
42,002
+3,995
+11% +$209K 0.56% 48
2021
Q4 		$2.12M Buy
38,007
+1,039
+3% +$56.1K 0.55% 50
2021
Q3 		$1.86M Buy
36,968
+2,875
+8% +$149K 0.61% 49
2021
Q2 		$1.72M Sell
34,093
-1,342
-4% -$65.9K 0.54% 50
2021
Q1 		$1.65M Sell
35,435
-6,053
-15% -$274K 0.59% 47
2020
Q4 		$1.82M Buy
+41,488
New +$1.73M 0.73% 41

Other funds holding SPYM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
GT
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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GI
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CGN Advisors's SPYM Position: Q2 2026 in Review

CGN Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.4% in Q2 2026, buying an estimated $27.3K and bringing the position to 23,389 shares worth $2.06M. The position accounts for 0.15% of the portfolio, ranked #127.

CGN Advisors first reported a position in SPYM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.23M in Q1 2022. 947 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • CGN Advisors held 23,389 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.06M as of Q2 2026.
  • CGN Advisors bought 320 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $27.3K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.15% of CGN Advisors's portfolio in Q2 2026, its #127 holding.
  • CGN Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • CGN Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.23M in Q1 2022.
  • 947 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.