CTA
SPYM

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

Chesley Taft & 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 		$266K Buy
3,025
+354
+13% +$30.2K 0.01% 339
2026
Q1 		$204K Buy
+2,671
New +$214K 0.01% 361

Other funds holding SPYM

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 $43.3B AUM 29.3% 1-Year Est. Return
Mirae Asset Global Investments
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

Chesley Taft & Associates's SPYM Position: Q2 2026 in Review

Chesley Taft & Associates increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 13% in Q2 2026, buying an estimated $30.2K and bringing the position to 3,025 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #339.

Chesley Taft & Associates first reported a position in SPYM in Q1 2026 and has held it in 2 quarters since. 793 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Chesley Taft & Associates held 3,025 shares of State Street SPDR Portfolio S&P 500 ETF worth $266K as of Q2 2026.
  • Chesley Taft & Associates bought 354 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $30.2K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Chesley Taft & Associates's portfolio in Q2 2026, its #339 holding.
  • Chesley Taft & Associates first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 793 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.