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

Clearstead 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	$1.02M	Sell	11,568 -202	-2%	-$17.2K	0.01%	548
2026 Q1	$901K	Sell	11,770 -560	-5%	-$44.8K	0.01%	548
2025 Q4	$989K	Sell	12,330 -621	-5%	-$49.4K	0.01%	483
2025 Q3	$1.01M	Buy	12,951 +526	+4%	+$39.7K	0.01%	457
2025 Q2	$903K	Buy	12,425 +451	+4%	+$30.3K	0.01%	474
2025 Q1	$787K	Buy	11,974 +164	+1%	+$11.3K	0.01%	465
2024 Q4	$814K	Buy	11,810 +40	+0.3%	+$2.77K	0.01%	457
2024 Q3	$795K	Sell	11,770 -292	-2%	-$19K	0.01%	469
2024 Q2	$772K	Buy	12,062 +10,312	+589%	+$635K	0.01%	449
2024 Q1	$107K	Buy	1,750 +6	+0.3%	+$351	0.01%	598
2023 Q4	$97.5K	Sell	1,744 -1,732	-50%	-$90.7K	0.01%	590
2023 Q3	$175K	Sell	3,476 -507	-13%	-$26.5K	0.01%	602
2023 Q2	$208K	Sell	3,983 -3,042	-43%	-$150K	0.01%	425
2023 Q1	$338K	Hold	7,025	–	–	0.02%	317
2022 Q4	$316K	Hold	7,025	–	–	0.02%	322
2022 Q3	$295K	Sell	7,025 -5,260	-43%	-$246K	0.03%	311
2022 Q2	$545K	Hold	12,285	–	–	0.04%	237
2022 Q1	$653K	Hold	12,285	–	–	0.04%	229
2021 Q4	$686K	Hold	12,285	–	–	0.05%	215
2021 Q3	$620K	Buy	+12,285	New	+$637K	0.05%	218

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

Clearstead Advisors's SPYM Position: Q2 2026 in Review

Clearstead Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.7% in Q2 2026, selling an estimated $17.2K and leaving 11,568 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #548.

Clearstead Advisors first reported a position in SPYM in Q3 2021 and has held it in 20 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Clearstead Advisors held 11,568 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.02M as of Q2 2026.
Clearstead Advisors sold 202 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $17.2K.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #548 holding.
Clearstead Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2021 and has held it in 20 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.