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 Q3	$10.6M	Buy	118,242 +1,866	+2%	+$167K	4.28%	7
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

Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Cobblestone Asset Management's SPYM Position: Q3 2026 in Review

Cobblestone Asset Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.6% in Q3 2026, buying an estimated $167K and bringing the position to 118,242 shares worth $10.6M. The position accounts for 4.28% of the portfolio, ranked #7.

Cobblestone Asset Management first reported a position in SPYM in Q3 2023 and has held it in 13 quarters since. 1,113 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Cobblestone Asset Management held 118,242 shares of State Street SPDR Portfolio S&P 500 ETF worth $10.6M as of Q3 2026.
Cobblestone Asset Management bought 1,866 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $167K.
State Street SPDR Portfolio S&P 500 ETF made up 4.28% of Cobblestone Asset Management's portfolio in Q3 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 13 quarters since.
1,113 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Cobblestone Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.