Claro Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Claro Advisors’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	$642K	Sell	7,310 -31	-0.4%	-$2.65K	0.07%	224
2026 Q1	$562K	Buy	7,341 +2,739	+60%	+$219K	0.07%	221
2025 Q4	$369K	Sell	4,602 -15	-0.3%	-$1.19K	0.05%	280
2025 Q3	$362K	Buy	4,617 +2	+0%	+$151	0.05%	281
2025 Q2	$335K	Buy	4,615 +1,270	+38%	+$85.4K	0.06%	268
2025 Q1	$220K	Sell	3,345 -58	-2%	-$4.01K	0.03%	457
2024 Q4	$235K	Sell	3,403 -301	-8%	-$20.9K	0.03%	421
2024 Q3	$250K	Buy	+3,704	New	+$241K	0.03%	426

Other funds holding SPYM

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 $123B AUM 45.23% 1-Year Est. Return

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

Claro Advisors's SPYM Position: Q2 2026 in Review

Claro Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.42% in Q2 2026, selling an estimated $2.65K and leaving 7,310 shares worth $642K. The position accounts for 0.07% of the portfolio, ranked #224.

Claro Advisors first reported a position in SPYM in Q3 2024 and has held it in 8 quarters since. 1,721 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Claro Advisors held 7,310 shares of State Street SPDR Portfolio S&P 500 ETF worth $642K as of Q2 2026.
Claro Advisors sold 31 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.65K.
State Street SPDR Portfolio S&P 500 ETF made up 0.07% of Claro Advisors's portfolio in Q2 2026, its #224 holding.
Claro Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
1,721 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.