CFG
SPYM

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

Cooper 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 		$2.85M Buy
32,428
+521
+2% +$44.4K 0.24% 79
2026
Q1 		$2.44M Buy
31,907
+13,397
+72% +$1.07M 0.25% 79
2025
Q4 		$1.48M Sell
18,510
-437
-2% -$34.8K 0.16% 104
2025
Q3 		$1.48M Sell
18,947
-2,054
-10% -$155K 0.16% 99
2025
Q2 		$1.53M Sell
21,001
-38,955
-65% -$2.62M 0.18% 101
2025
Q1 		$3.94M Buy
59,956
+13,269
+28% +$918K 0.52% 39
2024
Q4 		$3.22M Buy
46,687
+17,295
+59% +$1.2M 0.39% 48
2024
Q3 		$1.98M Buy
29,392
+187
+0.6% +$12.2K 0.26% 70
2024
Q2 		$1.87M Sell
29,205
-998
-3% -$61.4K 0.27% 67
2024
Q1 		$1.86M Sell
30,203
-6,495
-18% -$380K 0.31% 61
2023
Q4 		$2.05M Sell
36,698
-5,795
-14% -$304K 0.37% 49
2023
Q3 		$2.14M Sell
42,493
-4,695
-10% -$246K 0.51% 36
2023
Q2 		$2.46M Buy
47,188
+4,662
+11% +$230K 0.61% 32
2023
Q1 		$2.05M Sell
42,526
-5,231
-11% -$245K 0.55% 34
2022
Q4 		$2.15M Buy
47,757
+2,324
+5% +$105K 0.66% 32
2022
Q3 		$1.91M Buy
45,433
+4,249
+10% +$198K 0.69% 31
2022
Q2 		$1.83M Buy
41,184
+2,731
+7% +$132K 0.66% 38
2022
Q1 		$2.04M Buy
38,453
+4,052
+12% +$212K 0.78% 27
2021
Q4 		$1.92M Sell
34,401
-723,488
-95% -$39.1M 0.73% 29
2021
Q3 		$38.2M Sell
757,889
-20,873
-3% -$1.08M 7.93% 2
2021
Q2 		$39.2M Buy
778,762
+42,715
+6% +$2.1M 7.97% 2
2021
Q1 		$34.3M Sell
736,047
-11,605
-2% -$526K 7.75% 2
2020
Q4 		$32.9M Buy
747,652
+200,911
+37% +$8.38M 6.7% 2
2020
Q3 		$21.5M Buy
546,741
+12,224
+2% +$476K 6.21% 3
2020
Q2 		$19.4M Sell
534,517
-74,407
-12% -$2.56M 6.27% 3
2020
Q1 		$18.4M Buy
608,924
+69,786
+13% +$2.5M 7.68% 3
2019
Q4 		$20.4M Buy
539,138
+134,542
+33% +$4.86M 8.16% 3
2019
Q3 		$14.1M Sell
404,596
-40,843
-9% -$1.42M 6.36% 3
2019
Q2 		$15.4M Buy
445,439
+46,138
+12% +$1.56M 7.46% 3
2019
Q1 		$13.3M Buy
+399,301
New +$12.7M 7.31% 3

Other funds holding SPYM

GT
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
GI
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cooper Financial Group's SPYM Position: Q2 2026 in Review

Cooper Financial Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.6% in Q2 2026, buying an estimated $44.4K and bringing the position to 32,428 shares worth $2.85M. The position accounts for 0.24% of the portfolio, ranked #79.

Cooper Financial Group first reported a position in SPYM in Q1 2019 and has held it in 30 quarters since. The position peaked at $39.2M in Q2 2021. 890 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Cooper Financial Group held 32,428 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.85M as of Q2 2026.
  • Cooper Financial Group bought 521 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $44.4K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.24% of Cooper Financial Group's portfolio in Q2 2026, its #79 holding.
  • Cooper Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2019 and has held it in 30 quarters since.
  • Cooper Financial Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $39.2M in Q2 2021.
  • 890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.