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

Clear Point 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	$1.51M	Buy	+17,172	New	+$1.47M	1.34%	20
2026 Q1	–	Sell	-17,140	Closed	-$1.37M	–	132
2025 Q4	$1.37M	Buy	17,140 +18	+0.1%	+$1.43K	1.07%	20
2025 Q3	$1.34M	Buy	17,122 +245	+1%	+$18.5K	1.04%	22
2025 Q2	$1.23M	Buy	16,877 +18	+0.1%	+$1.21K	1.03%	24
2025 Q1	$1.11M	Buy	16,859 +20	+0.1%	+$1.38K	1%	26
2024 Q4	$1.16M	Sell	16,839 -5	-0%	-$347	0.99%	26
2024 Q3	$1.14M	Buy	16,844 +2	+0%	+$130	0.88%	26
2024 Q2	$1.08M	Sell	16,842 -5	-0%	-$308	0.89%	26
2024 Q1	$1.04M	Buy	16,847 +2	+0%	+$117	0.85%	32
2023 Q4	$942K	Buy	+16,845	New	+$883K	0.83%	31

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

Clear Point Advisors's SPYM Position: Q2 2026 in Review

Clear Point Advisors opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 17,172 shares worth $1.51M. The stake represents 1.34% of the portfolio and ranks #20 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in SPYM as recently as Q4 2025.

Clear Point Advisors first reported a position in SPYM in Q4 2023 and has held it in 10 quarters since. 1,720 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Clear Point Advisors held 17,172 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.51M as of Q2 2026.
State Street SPDR Portfolio S&P 500 ETF was a new Clear Point Advisors position in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 1.34% of Clear Point Advisors's portfolio in Q2 2026, its #20 holding.
Clear Point Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
1,720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.