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

Columbia River Financial Group’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	$11M	Sell	125,249 -122	-0.1%	-$10.4K	5.91%	6
2026 Q1	$9.6M	Buy	125,371 +6,002	+5%	+$480K	5.57%	7
2025 Q4	$9.57M	Sell	119,369 -6,724	-5%	-$535K	5.88%	7
2025 Q3	$10.1M	Sell	126,093 -4,940	-4%	-$373K	6.23%	6
2025 Q2	$9.73M	Sell	131,033 -2,636	-2%	-$177K	6.3%	6
2025 Q1	$8.79M	Sell	133,669 -55,716	-29%	-$3.85M	5.87%	7
2024 Q4	$13.1M	Buy	+189,385	New	+$13.1M	8.97%	1

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

Columbia River Financial Group's SPYM Position: Q2 2026 in Review

Columbia River Financial Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.1% in Q2 2026, selling an estimated $10.4K and leaving 125,249 shares worth $11M. The position accounts for 5.91% of the portfolio, ranked #6.

Columbia River Financial Group first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.1M in Q4 2024. 1,722 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Columbia River Financial Group held 125,249 shares of State Street SPDR Portfolio S&P 500 ETF worth $11M as of Q2 2026.
Columbia River Financial Group sold 122 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $10.4K.
State Street SPDR Portfolio S&P 500 ETF made up 5.91% of Columbia River Financial Group's portfolio in Q2 2026, its #6 holding.
Columbia River Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Columbia River Financial Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $13.1M in Q4 2024.
1,722 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Columbia River Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.