Chicago Partners Investment Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Chicago Partners Investment Group’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	$21.1M	Buy	242,539 +32,487	+15%	+$2.77M	0.42%	52
2026 Q1	$17.6M	Buy	210,052 +10,037	+5%	+$803K	0.39%	57
2025 Q4	$16.2M	Buy	200,015 +9,109	+5%	+$724K	0.4%	57
2025 Q3	$15.4M	Buy	190,906 +19,305	+11%	+$1.46M	0.4%	56
2025 Q2	$12.8M	Buy	171,601 +16,233	+10%	+$1.09M	0.37%	58
2025 Q1	$10.3M	Buy	155,368 +27,540	+22%	+$1.9M	0.34%	66
2024 Q4	$8.86M	Buy	127,828 +5,867	+5%	+$407K	0.29%	76
2024 Q3	$8.29M	Buy	121,961 +19,799	+19%	+$1.29M	0.3%	74
2024 Q2	$6.51M	Buy	102,162 +8,007	+9%	+$493K	0.25%	87
2024 Q1	$5.6M	Buy	94,155 +7,358	+8%	+$431K	0.24%	93
2023 Q4	$4.96M	Buy	86,797 +11,039	+15%	+$578K	0.23%	99
2023 Q3	$3.75M	Buy	75,758 +6,138	+9%	+$321K	0.2%	106
2023 Q2	$3.69M	Buy	69,620 +7,989	+13%	+$394K	0.19%	115
2023 Q1	$2.99M	Buy	61,631 +2,202	+4%	+$103K	0.17%	121
2022 Q4	$2.9M	Buy	59,429 +12,113	+26%	+$547K	0.18%	121
2022 Q3	$2.11M	Buy	47,316 +28,860	+156%	+$1.35M	0.15%	136
2022 Q2	$894K	Buy	18,456 +3,638	+25%	+$175K	0.06%	243
2022 Q1	$683K	Buy	14,818 +5,946	+67%	+$311K	0.05%	257
2021 Q4	$458K	Hold	8,872	–	–	0.03%	360
2021 Q3	$484K	Hold	8,872	–	–	0.03%	343
2021 Q2	$460K	Sell	8,872 -512	-5%	-$25.1K	0.03%	335
2021 Q1	$461K	Hold	9,384	–	–	0.04%	313
2020 Q4	$422K	Buy	9,384 +669	+8%	+$27.9K	0.04%	312
2020 Q3	$344K	Hold	8,715	–	–	0.04%	292
2020 Q2	$331K	Hold	8,715	–	–	0.04%	273
2020 Q1	$293K	Hold	8,715	–	–	0.05%	251
2019 Q4	$339K	Hold	8,715	–	–	0.04%	259
2019 Q3	$308K	Hold	8,715	–	–	0.04%	261
2019 Q2	$306K	Hold	8,715	–	–	0.04%	256
2019 Q1	$297K	Hold	8,715	–	–	0.04%	244
2018 Q4	$265K	Buy	+8,715	New	+$275K	0.04%	271

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

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

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 $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Chicago Partners Investment Group's SPYM Position: Q2 2026 in Review

Chicago Partners Investment Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 15% in Q2 2026, buying an estimated $2.77M and bringing the position to 242,539 shares worth $21.1M. The position accounts for 0.42% of the portfolio, ranked #52.

Chicago Partners Investment Group first reported a position in SPYM in Q4 2018 and has held it in 31 quarters since. 893 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Chicago Partners Investment Group held 242,539 shares of State Street SPDR Portfolio S&P 500 ETF worth $21.1M as of Q2 2026.
Chicago Partners Investment Group bought 32,487 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.77M.
State Street SPDR Portfolio S&P 500 ETF made up 0.42% of Chicago Partners Investment Group's portfolio in Q2 2026, its #52 holding.
Chicago Partners Investment Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
893 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.