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

Copley 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	$759K	Sell	8,642 -2,019	-19%	-$172K	0.46%	28
2026 Q1	$816K	Sell	10,661 -383	-3%	-$30.6K	0.49%	28
2025 Q4	$886K	Sell	11,044 -436	-4%	-$34.7K	0.55%	26
2025 Q3	$899K	Sell	11,480 -914	-7%	-$68.9K	0.62%	24
2025 Q2	$901K	Sell	12,394 -737	-6%	-$49.6K	0.67%	23
2025 Q1	$863K	Sell	13,131 -5,094	-28%	-$352K	0.66%	23
2024 Q4	$1.26M	Buy	18,225 +5,039	+38%	+$349K	0.96%	18
2024 Q3	$890K	Buy	+13,186	New	+$858K	0.81%	16

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

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

Copley Financial Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 19% in Q2 2026, selling an estimated $172K and leaving 8,642 shares worth $759K. The position accounts for 0.46% of the portfolio, ranked #28.

Copley Financial Group first reported a position in SPYM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.26M in Q4 2024. 1,719 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Copley Financial Group held 8,642 shares of State Street SPDR Portfolio S&P 500 ETF worth $759K as of Q2 2026.
Copley Financial Group sold 2,019 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $172K.
State Street SPDR Portfolio S&P 500 ETF made up 0.46% of Copley Financial Group's portfolio in Q2 2026, its #28 holding.
Copley Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
Copley Financial Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.26M in Q4 2024.
1,719 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.