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

Cooper Capital 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 Q3	$11.1M	Buy	123,404 +3,754	+3%	+$336K	4.52%	9
2026 Q2	$10.5M	Buy	119,650 +4,864	+4%	+$415K	4.56%	11
2026 Q1	$8.79M	Buy	114,786 +3,780	+3%	+$302K	6.15%	8
2025 Q4	$8.9M	Buy	111,006 +5,437	+5%	+$432K	5.61%	8
2025 Q3	$8.27M	Buy	105,569 +8,327	+9%	+$628K	5.34%	8
2025 Q2	$7.07M	Buy	97,242 +2,662	+3%	+$179K	6.82%	7
2025 Q1	$6.22M	Buy	94,580 +2,382	+3%	+$165K	6.67%	6
2024 Q4	$6.36M	Buy	+92,198	New	+$6.39M	6.59%	7

Other funds holding SPYM

USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Cooper Capital Advisors's SPYM Position: Q3 2026 in Review

Cooper Capital Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.1% in Q3 2026, buying an estimated $336K and bringing the position to 123,404 shares worth $11.1M. The position accounts for 4.52% of the portfolio, ranked #9.

Cooper Capital Advisors first reported a position in SPYM in Q4 2024 and has held it in 8 quarters since. 1,303 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Cooper Capital Advisors held 123,404 shares of State Street SPDR Portfolio S&P 500 ETF worth $11.1M as of Q3 2026.
Cooper Capital Advisors bought 3,754 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $336K.
State Street SPDR Portfolio S&P 500 ETF made up 4.52% of Cooper Capital Advisors's portfolio in Q3 2026, its #9 holding.
Cooper Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
1,303 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Cooper Capital Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.