CT
SPYM

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

Clearstead Trust’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 		$103K Sell
1,169
-104
-8% -$8.87K 0.01% 246
2026
Q1 		$97.4K Buy
1,273
+236
+23% +$18.9K 0.02% 246
2025
Q4 		$83.2K Buy
1,037
+387
+60% +$30.8K 0.01% 273
2025
Q3 		$50.9K Buy
650
+234
+56% +$17.7K 0.01% 311
2025
Q2 		$30.2K Buy
+416
New +$28K 0.01% 365

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Creative Planning
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 Trust's SPYM Position: Q2 2026 in Review

Clearstead Trust reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 8.2% in Q2 2026, selling an estimated $8.87K and leaving 1,169 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #246.

Clearstead Trust first reported a position in SPYM in Q2 2025 and has held it in 5 quarters since. 1,705 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Clearstead Trust held 1,169 shares of State Street SPDR Portfolio S&P 500 ETF worth $103K as of Q2 2026.
  • Clearstead Trust sold 104 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $8.87K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Clearstead Trust's portfolio in Q2 2026, its #246 holding.
  • Clearstead Trust first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,705 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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