Concurrent Investment Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Concurrent Investment Advisors’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	$47.8M	Buy	543,456 +38,032	+8%	+$3.24M	0.41%	46
2026 Q1	$38.7M	Buy	505,424 +154,124	+44%	+$12.3M	0.42%	44
2025 Q4	$28.2M	Buy	351,300 +189,575	+117%	+$15.1M	0.32%	60
2025 Q3	$12.7M	Buy	161,725 +66,695	+70%	+$5.03M	0.22%	96
2025 Q2	$6.91M	Buy	95,030 +29,397	+45%	+$1.98M	0.13%	166
2025 Q1	$4.32M	Sell	65,633 -93,453	-59%	-$6.46M	0.1%	210
2024 Q4	$11M	Buy	159,086 +37,968	+31%	+$2.63M	0.3%	74
2024 Q3	$8.18M	Sell	121,118 -9,089	-7%	-$591K	0.24%	92
2024 Q2	$8.33M	Buy	130,207 +7,085	+6%	+$436K	0.27%	83
2024 Q1	$7.58M	Buy	123,122 +20,385	+20%	+$1.19M	0.31%	75
2023 Q4	$5.74M	Buy	+102,737	New	+$5.38M	0.27%	82

Other funds holding SPYM

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Concurrent Investment Advisors's SPYM Position: Q2 2026 in Review

Concurrent Investment Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 7.5% in Q2 2026, buying an estimated $3.24M and bringing the position to 543,456 shares worth $47.8M. The position accounts for 0.41% of the portfolio, ranked #46.

Concurrent Investment Advisors first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. 815 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Concurrent Investment Advisors held 543,456 shares of State Street SPDR Portfolio S&P 500 ETF worth $47.8M as of Q2 2026.
Concurrent Investment Advisors bought 38,032 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $3.24M.
State Street SPDR Portfolio S&P 500 ETF made up 0.41% of Concurrent Investment Advisors's portfolio in Q2 2026, its #46 holding.
Concurrent Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
815 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.