Culbertson A N & Co’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Culbertson A N & Co’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	$606K	Buy	6,900 +4,276	+163%	+$365K	0.07%	112
2026 Q1	$201K	Hold	2,624	–	–	0.03%	130
2025 Q4	$210K	Sell	2,624 -250	-9%	-$19.9K	0.03%	128
2025 Q3	$225K	Hold	2,874	–	–	0.03%	125
2025 Q2	$209K	Buy	+2,874	New	+$193K	0.03%	124
2023 Q1	–	Sell	-5,648	Closed	-$254K	–	120
2022 Q4	$254K	Hold	5,648	–	–	0.05%	112
2022 Q3	$237K	Buy	+5,648	New	+$264K	0.06%	113

Other funds holding SPYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Culbertson A N & Co's SPYM Position: Q2 2026 in Review

Culbertson A N & Co increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 163% in Q2 2026, buying an estimated $365K and bringing the position to 6,900 shares worth $606K. The position accounts for 0.07% of the portfolio, ranked #112.

Culbertson A N & Co first reported a position in SPYM in Q3 2022 and has held it in 7 quarters since. 924 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Culbertson A N & Co held 6,900 shares of State Street SPDR Portfolio S&P 500 ETF worth $606K as of Q2 2026.
Culbertson A N & Co bought 4,276 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $365K.
State Street SPDR Portfolio S&P 500 ETF made up 0.07% of Culbertson A N & Co's portfolio in Q2 2026, its #112 holding.
Culbertson A N & Co first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2022 and has held it in 7 quarters since.
924 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Culbertson A N & Co's 13F filing for Q2 2026, filed 29 Jul 2026.