Clark Asset Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Clark Asset Management’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	$323K	Buy	3,675 +674	+22%	+$57.5K	0.03%	198
2026 Q1	$230K	Buy	+3,001	New	+$240K	0.02%	231
2025 Q4	–	Sell	-3,316	Closed	-$260K	–	247
2025 Q3	$260K	Hold	3,316	–	–	0.03%	178
2025 Q2	$241K	Hold	3,316	–	–	0.03%	168
2025 Q1	$218K	Buy	+3,316	New	+$229K	0.04%	144
2024 Q3	–	Sell	-7,342	Closed	-$470K	–	128
2024 Q2	$470K	Buy	+7,342	New	+$452K	0.13%	60

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Clark Asset Management's SPYM Position: Q2 2026 in Review

Clark Asset Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 22% in Q2 2026, buying an estimated $57.5K and bringing the position to 3,675 shares worth $323K. The position accounts for 0.03% of the portfolio, ranked #198.

Clark Asset Management first reported a position in SPYM in Q2 2024 and has held it in 6 quarters since. The position peaked at $470K in Q2 2024. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Clark Asset Management held 3,675 shares of State Street SPDR Portfolio S&P 500 ETF worth $323K as of Q2 2026.
Clark Asset Management bought 674 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $57.5K.
State Street SPDR Portfolio S&P 500 ETF made up 0.03% of Clark Asset Management's portfolio in Q2 2026, its #198 holding.
Clark Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 6 quarters since.
Clark Asset Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $470K in Q2 2024.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.