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

Courier Capital’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	$5.18M	Sell	58,972 -2,383	-4%	-$203K	0.26%	96
2026 Q1	$4.7M	Sell	61,355 -9,803	-14%	-$784K	0.26%	91
2025 Q4	$5.71M	Sell	71,158 -1,320	-2%	-$105K	0.32%	78
2025 Q3	$5.68M	Sell	72,478 -9,661	-12%	-$729K	0.33%	78
2025 Q2	$5.97M	Buy	82,139 +3,004	+4%	+$202K	0.36%	73
2025 Q1	$5.2M	Sell	79,135 -24,015	-23%	-$1.66M	0.34%	76
2024 Q4	$7.11M	Buy	103,150 +17,074	+20%	+$1.18M	0.49%	48
2024 Q3	$5.81M	Sell	86,076 -21,348	-20%	-$1.39M	0.4%	59
2024 Q2	$6.88M	Sell	107,424 -961	-0.9%	-$59.2K	0.55%	44
2024 Q1	$6.67M	Buy	108,385 +18,642	+21%	+$1.09M	0.48%	56
2023 Q4	$5.02M	Buy	89,743 +7,583	+9%	+$397K	0.38%	63
2023 Q3	$4.13M	Sell	82,160 -14,827	-15%	-$776K	0.34%	67
2023 Q2	$5.05M	Buy	+96,987	New	+$4.79M	0.4%	59
2021 Q1	–	Sell	-4,552	Closed	-$200K	–	315
2020 Q4	$200K	Buy	+4,552	New	+$190K	0.02%	295

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 $44.6B AUM 28.94% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Courier Capital's SPYM Position: Q2 2026 in Review

Courier Capital reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.9% in Q2 2026, selling an estimated $203K and leaving 58,972 shares worth $5.18M. The position accounts for 0.26% of the portfolio, ranked #96.

Courier Capital first reported a position in SPYM in Q4 2020 and has held it in 14 quarters since. The position peaked at $7.11M in Q4 2024. 858 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Courier Capital held 58,972 shares of State Street SPDR Portfolio S&P 500 ETF worth $5.18M as of Q2 2026.
Courier Capital sold 2,383 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $203K.
State Street SPDR Portfolio S&P 500 ETF made up 0.26% of Courier Capital's portfolio in Q2 2026, its #96 holding.
Courier Capital first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 14 quarters since.
Courier Capital's State Street SPDR Portfolio S&P 500 ETF position peaked at $7.11M in Q4 2024.
858 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.