Concord Asset Management (Virginia)’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Concord Asset Management (Virginia)’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	$1.83M	Sell	20,782 -665	-3%	-$56.7K	0.28%	74
2026 Q1	$1.64M	Buy	21,447 +1,439	+7%	+$115K	0.28%	76
2025 Q4	$1.61M	Buy	20,008 +1,177	+6%	+$93.6K	0.28%	77
2025 Q3	$1.48M	Sell	18,831 -1,126	-6%	-$84.9K	0.27%	79
2025 Q2	$1.45M	Buy	19,957 +3,389	+20%	+$228K	0.22%	104
2025 Q1	$1.04M	Buy	16,568 +1,549	+10%	+$107K	0.23%	93
2024 Q4	$1.04M	Buy	15,019 +1,249	+9%	+$86.6K	0.23%	81
2024 Q3	$930K	Buy	13,770 +777	+6%	+$50.5K	0.21%	77
2024 Q2	$832K	Buy	12,993 +1,627	+14%	+$100K	0.21%	85
2024 Q1	$699K	Buy	11,366 +1,687	+17%	+$98.8K	0.18%	89
2023 Q4	$541K	Buy	+9,679	New	+$507K	0.16%	89
2023 Q1	–	Sell	-4,796	Closed	-$216K	–	114
2022 Q4	$216K	Buy	+4,796	New	+$217K	0.15%	58

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

Concord Asset Management (Virginia)'s SPYM Position: Q2 2026 in Review

Concord Asset Management (Virginia) reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.1% in Q2 2026, selling an estimated $56.7K and leaving 20,782 shares worth $1.83M. The position accounts for 0.28% of the portfolio, ranked #74.

Concord Asset Management (Virginia) first reported a position in SPYM in Q4 2022 and has held it in 12 quarters since. 1,720 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Concord Asset Management (Virginia) held 20,782 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.83M as of Q2 2026.
Concord Asset Management (Virginia) sold 665 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $56.7K.
State Street SPDR Portfolio S&P 500 ETF made up 0.28% of Concord Asset Management (Virginia)'s portfolio in Q2 2026, its #74 holding.
Concord Asset Management (Virginia) first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 12 quarters since.
1,720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Concord Asset Management (Virginia)'s 13F filing for Q2 2026, filed 27 Jul 2026.