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

Coastal Bridge 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	$241K	Buy	2,747 +1	+0%	+$85	0.01%	420
2026 Q1	$210K	Sell	2,746 -8	-0.3%	-$640	0.01%	418
2025 Q4	$221K	Hold	2,754	–	–	0.02%	418
2025 Q3	$216K	Buy	2,754 +1	+0%	+$75	0.02%	420
2025 Q2	$200K	Buy	+2,753	New	+$185K	0.02%	419

Other funds holding SPYM

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

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

USS Investment Management London, United Kingdom $27.8B AUM 39.41% 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

Coastal Bridge Advisors's SPYM Position: Q2 2026 in Review

Coastal Bridge Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.04% in Q2 2026, buying an estimated $85 and bringing the position to 2,747 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #420.

Coastal Bridge Advisors first reported a position in SPYM in Q2 2025 and has held it in 5 quarters since. 1,730 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Coastal Bridge Advisors held 2,747 shares of State Street SPDR Portfolio S&P 500 ETF worth $241K as of Q2 2026.
Coastal Bridge Advisors bought 1 State Street SPDR Portfolio S&P 500 ETF share in Q2 2026, an estimated $85.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Coastal Bridge Advisors's portfolio in Q2 2026, its #420 holding.
Coastal Bridge Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
1,730 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.