Clarity Financial’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Clarity Financial’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	$3.7M	Sell	42,059 -2,027	-5%	-$173K	0.31%	42
2026 Q1	$3.37M	Sell	44,086 -1,777	-4%	-$142K	0.37%	37
2025 Q4	$3.68M	Sell	45,863 -2,345	-5%	-$186K	0.34%	41
2025 Q3	$3.78M	Buy	48,208 +2,348	+5%	+$177K	0.37%	40
2025 Q2	$3.33M	Sell	45,860 -2,454	-5%	-$165K	0.36%	41
2025 Q1	$3.18M	Buy	+48,314	New	+$3.34M	0.37%	41

Other funds holding SPYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

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

Clarity Financial's SPYM Position: Q2 2026 in Review

Clarity Financial reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.6% in Q2 2026, selling an estimated $173K and leaving 42,059 shares worth $3.7M. The position accounts for 0.31% of the portfolio, ranked #42.

Clarity Financial first reported a position in SPYM in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.78M in Q3 2025. 947 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Clarity Financial held 42,059 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.7M as of Q2 2026.
Clarity Financial sold 2,027 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $173K.
State Street SPDR Portfolio S&P 500 ETF made up 0.31% of Clarity Financial's portfolio in Q2 2026, its #42 holding.
Clarity Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
Clarity Financial's State Street SPDR Portfolio S&P 500 ETF position peaked at $3.78M in Q3 2025.
947 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.