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

Coldstream Capital 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	$1.76M	Buy	+19,987	New	+$1.71M	0.02%	341
2026 Q1	–	Sell	-20,890	Closed	-$1.68M	–	1254
2025 Q4	$1.68M	Sell	20,890 -1,206	-5%	-$95.9K	0.02%	329
2025 Q3	$1.73M	Sell	22,096 -578	-3%	-$43.6K	0.02%	335
2025 Q2	$1.65M	Sell	22,674 -2,182	-9%	-$147K	0.03%	319
2025 Q1	$1.63M	Sell	24,856 -240	-1%	-$16.6K	0.03%	290
2024 Q4	$1.73M	Sell	25,096 -4,705	-16%	-$326K	0.04%	267
2024 Q3	$2.01M	Sell	29,801 -1,465	-5%	-$95.3K	0.04%	238
2024 Q2	$2M	Sell	31,266 -584	-2%	-$36K	0.05%	206
2024 Q1	$1.96M	Sell	31,850 -637	-2%	-$37.3K	0.05%	203
2023 Q4	$1.82M	Sell	32,487 -774	-2%	-$40.5K	0.05%	193
2023 Q3	$1.67M	Sell	33,261 -1,586	-5%	-$83K	0.05%	189
2023 Q2	$1.82M	Buy	34,847 +2,119	+6%	+$105K	0.06%	189
2023 Q1	$1.58M	Buy	32,728 +8,595	+36%	+$403K	0.05%	214
2022 Q4	$1.09M	Buy	+24,133	New	+$1.09M	0.04%	252
2022 Q2	$2.48M	Sell	55,953 -12,671	-18%	-$611K	0.1%	127
2022 Q1	$3.65M	Buy	68,624 +242	+0.4%	+$12.7K	0.13%	103
2021 Q4	$3.82M	Buy	68,382 +26,729	+64%	+$1.44M	0.12%	111
2021 Q3	$1.64M	Buy	41,653 +4,997	+14%	+$259K	0.08%	123
2021 Q2	$1.84M	Sell	36,656 -773	-2%	-$37.9K	0.07%	183
2021 Q1	$1.75M	Buy	37,429 +2,886	+8%	+$131K	0.1%	105
2020 Q4	$1.52M	Sell	34,543 -7,110	-17%	-$296K	0.09%	110
2020 Q3	$1.64M	Sell	41,653 -2,898	-7%	-$113K	0.14%	92
2020 Q2	$1.61M	Sell	44,551 -5,822	-12%	-$200K	0.15%	90
2020 Q1	$1.52M	Sell	50,373 -66,773	-57%	-$2.4M	0.17%	87
2019 Q4	$4.43M	Sell	117,146 -97,054	-45%	-$3.51M	0.36%	46
2019 Q3	$7.46M	Buy	214,200 +11,935	+6%	+$415K	0.63%	31
2019 Q2	$6.99M	Buy	202,265 +39,569	+24%	+$1.34M	0.58%	34
2019 Q1	$5.41M	Buy	162,696 +44,127	+37%	+$1.41M	0.47%	40
2018 Q4	$3.46M	Sell	118,569 -43,473	-27%	-$1.37M	0.34%	58
2018 Q3	$5.52M	Buy	162,042 +51,943	+47%	+$1.74M	0.5%	33
2018 Q2	$3.51M	Buy	110,099 +25,949	+31%	+$823K	0.35%	47
2018 Q1	$2.6M	Buy	+84,150	New	+$2.69M	0.28%	69

Other funds holding SPYM

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

APTFM

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

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 $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Coldstream Capital Management's SPYM Position: Q2 2026 in Review

Coldstream Capital Management opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 19,987 shares worth $1.76M. The stake represents 0.02% of the portfolio and ranks #341 among its holdings. This is a return to the name: Coldstream Capital Management previously reported a position in SPYM as recently as Q4 2025.

Coldstream Capital Management first reported a position in SPYM in Q1 2018 and has held it in 32 quarters since. The position peaked at $7.46M in Q3 2019. 1,720 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Coldstream Capital Management held 19,987 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.76M as of Q2 2026.
State Street SPDR Portfolio S&P 500 ETF was a new Coldstream Capital Management position in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Coldstream Capital Management's portfolio in Q2 2026, its #341 holding.
Coldstream Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2018 and has held it in 32 quarters since.
Coldstream Capital Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $7.46M in Q3 2019.
1,720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.