Cobblestone Asset Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Cobblestone Asset Management’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	$10.2M	Buy	116,376 +1,816	+2%	+$155K	4.27%	7
2026 Q1	$8.77M	Sell	114,560 -2,307	-2%	-$185K	3.94%	8
2025 Q4	$9.38M	Sell	116,867 -1,702	-1%	-$135K	4.21%	7
2025 Q3	$9.29M	Buy	118,569 +96,562	+439%	+$7.28M	4.25%	7
2025 Q2	$1.6M	Sell	22,007 -2,862	-12%	-$192K	0.84%	26
2025 Q1	$1.64M	Buy	24,869 +5,720	+30%	+$396K	0.96%	27
2024 Q4	$1.32M	Buy	19,149 +1,003	+6%	+$69.5K	0.86%	27
2024 Q3	$1.23M	Buy	18,146 +1,715	+10%	+$112K	0.74%	23
2024 Q2	$1.05M	Buy	16,431 +1,882	+13%	+$116K	0.68%	23
2024 Q1	$895K	Buy	14,549 +3,350	+30%	+$196K	0.61%	26
2023 Q4	$626K	Buy	11,199 +4,962	+80%	+$260K	0.46%	27
2023 Q3	$313K	Buy	+6,237	New	+$326K	0.26%	37

Other funds holding SPYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Cobblestone Asset Management's SPYM Position: Q2 2026 in Review

Cobblestone Asset Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.6% in Q2 2026, buying an estimated $155K and bringing the position to 116,376 shares worth $10.2M. The position accounts for 4.27% of the portfolio, ranked #7.

Cobblestone Asset Management first reported a position in SPYM in Q3 2023 and has held it in 12 quarters since. 905 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Cobblestone Asset Management held 116,376 shares of State Street SPDR Portfolio S&P 500 ETF worth $10.2M as of Q2 2026.
Cobblestone Asset Management bought 1,816 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $155K.
State Street SPDR Portfolio S&P 500 ETF made up 4.27% of Cobblestone Asset Management's portfolio in Q2 2026, its #7 holding.
Cobblestone Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
905 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Cobblestone Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.