Curbstone Financial Management Corp’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Curbstone Financial Management Corp’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	$667K	Buy	7,588 +588	+8%	+$50.2K	0.11%	153
2026 Q1	$536K	Hold	7,000	–	–	0.1%	165
2025 Q4	$562K	Hold	7,000	–	–	0.11%	154
2025 Q3	$548K	Hold	7,000	–	–	0.11%	161
2025 Q2	$509K	Hold	7,000	–	–	0.1%	172
2025 Q1	$460K	Buy	+7,000	New	+$484K	0.1%	174

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Curbstone Financial Management Corp's SPYM Position: Q2 2026 in Review

Curbstone Financial Management Corp increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 8.4% in Q2 2026, buying an estimated $50.2K and bringing the position to 7,588 shares worth $667K. The position accounts for 0.11% of the portfolio, ranked #153.

Curbstone Financial Management Corp first reported a position in SPYM in Q1 2025 and has held it in 6 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Curbstone Financial Management Corp held 7,588 shares of State Street SPDR Portfolio S&P 500 ETF worth $667K as of Q2 2026.
Curbstone Financial Management Corp bought 588 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $50.2K.
State Street SPDR Portfolio S&P 500 ETF made up 0.11% of Curbstone Financial Management Corp's portfolio in Q2 2026, its #153 holding.
Curbstone Financial Management Corp first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Curbstone Financial Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.