Colonial River Investments’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Colonial River Investments’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	$453K	Sell	5,150 -115	-2%	-$9.81K	0.13%	140
2026 Q1	$403K	Sell	5,265 -292	-5%	-$23.4K	0.14%	147
2025 Q4	$446K	Sell	5,557 -1,576	-22%	-$125K	0.16%	143
2025 Q3	$559K	Sell	7,133 -157	-2%	-$11.8K	0.21%	104
2025 Q2	$537K	Buy	7,290 +1,292	+22%	+$86.9K	0.23%	95
2025 Q1	$394K	Buy	5,998 +159	+3%	+$11K	0.22%	106
2024 Q4	$403K	Buy	5,839 +255	+5%	+$17.7K	0.19%	117
2024 Q3	$377K	Sell	5,584 -88	-2%	-$5.72K	0.19%	122
2024 Q2	$363K	Buy	5,672 +650	+13%	+$40K	0.2%	100
2024 Q1	$309K	Sell	5,022 -2,336	-32%	-$137K	0.17%	116
2023 Q4	$411K	Sell	7,358 -172,735	-96%	-$9.05M	0.24%	116
2023 Q3	$9.05M	Sell	180,093 -4,160	-2%	-$218K	5.91%	1
2023 Q2	$9.6M	Buy	184,253 +167,089	+973%	+$8.25M	6.31%	1
2023 Q1	$826K	Buy	17,164 +7,698	+81%	+$361K	0.48%	59
2022 Q4	$426K	Sell	9,466 -131,765	-93%	-$5.96M	0.27%	98
2022 Q3	$5.93M	Buy	141,231 +11,974	+9%	+$559K	4.13%	1
2022 Q2	$5.73M	Buy	129,257 +61,939	+92%	+$2.98M	3.75%	2
2022 Q1	$3.58M	Buy	+67,318	New	+$3.52M	2.07%	6

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

Colonial River Investments's SPYM Position: Q2 2026 in Review

Colonial River Investments reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.2% in Q2 2026, selling an estimated $9.81K and leaving 5,150 shares worth $453K. The position accounts for 0.13% of the portfolio, ranked #140.

Colonial River Investments first reported a position in SPYM in Q1 2022 and has held it in 18 quarters since. The position peaked at $9.6M in Q2 2023. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Colonial River Investments held 5,150 shares of State Street SPDR Portfolio S&P 500 ETF worth $453K as of Q2 2026.
Colonial River Investments sold 115 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $9.81K.
State Street SPDR Portfolio S&P 500 ETF made up 0.13% of Colonial River Investments's portfolio in Q2 2026, its #140 holding.
Colonial River Investments first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and has held it in 18 quarters since.
Colonial River Investments's State Street SPDR Portfolio S&P 500 ETF position peaked at $9.6M in Q2 2023.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.