Collier Financial’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Collier Financial’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	$1.77M	Sell	20,188 -496	-2%	-$42.3K	1.21%	14
2026 Q1	$1.58M	Sell	20,684 -463	-2%	-$37K	1.21%	13
2025 Q4	$1.7M	Buy	21,147 +409	+2%	+$32.5K	1.27%	12
2025 Q3	$1.62M	Buy	+20,738	New	+$1.56M	1.22%	15
2025 Q1	$1.6M	Sell	24,352 -118,960	-83%	-$8.23M	1.36%	19
2024 Q4	$9.88M	Buy	+143,312	New	+$9.93M	8.82%	4

Other funds holding SPYM

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

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 $112B AUM 36.28% 1-Year Est. Return

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

Collier Financial's SPYM Position: Q2 2026 in Review

Collier Financial reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.4% in Q2 2026, selling an estimated $42.3K and leaving 20,188 shares worth $1.77M. The position accounts for 1.21% of the portfolio, ranked #14.

Collier Financial first reported a position in SPYM in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.88M in Q4 2024. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Collier Financial held 20,188 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.77M as of Q2 2026.
Collier Financial sold 496 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $42.3K.
State Street SPDR Portfolio S&P 500 ETF made up 1.21% of Collier Financial's portfolio in Q2 2026, its #14 holding.
Collier Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
Collier Financial's State Street SPDR Portfolio S&P 500 ETF position peaked at $9.88M in Q4 2024.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Collier Financial's 13F filing for Q2 2026, filed 30 Jul 2026.