CA
SPYM

Chatterton & Associates’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Chatterton & Associates’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 		$15.7M Buy
177,211
+84,486
+91% +$7.21M 9.23% 1
2026
Q1 		$7.42M Buy
92,725
+35,782
+63% +$2.86M 5.2% 1
2025
Q4 		$4.57M Buy
+56,943
New +$4.53M 3.91% 5

Other funds holding SPYM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 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
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 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
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Chatterton & Associates's SPYM Position: Q2 2026 in Review

Chatterton & Associates increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 91% in Q2 2026, buying an estimated $7.21M and bringing the position to 177,211 shares worth $15.7M. The position accounts for 9.23% of the portfolio, ranked #1.

Chatterton & Associates first reported a position in SPYM in Q4 2025 and has held it in 3 quarters since. 1,113 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Chatterton & Associates held 177,211 shares of State Street SPDR Portfolio S&P 500 ETF worth $15.7M as of Q2 2026.
  • Chatterton & Associates bought 84,486 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $7.21M.
  • State Street SPDR Portfolio S&P 500 ETF made up 9.23% of Chatterton & Associates's portfolio in Q2 2026, its #1 holding.
  • Chatterton & Associates first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,113 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.