CI
SPYM

CX Institutional’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

CX Institutional’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 		$133K Sell
1,512
-362
-19% -$30.9K ﹤0.01% 813
2026
Q1 		$143K Sell
1,874
-954
-34% -$76.3K ﹤0.01% 792
2025
Q4 		$227K Sell
2,828
-538
-16% -$42.8K 0.01% 672
2025
Q3 		$264K Buy
3,366
+2,969
+748% +$224K 0.01% 609
2025
Q2 		$29K Hold
397
– – ﹤0.01% 927
2025
Q1 		$26K Buy
+397
New +$27.5K ﹤0.01% 926
2024
Q1 		– Sell
-7,748
Closed -$433K – 566
2023
Q4 		$433K Buy
7,748
+1,273
+20% +$66.7K 0.02% 345
2023
Q3 		$325K Sell
6,475
-2,571
-28% -$134K 0.02% 385
2023
Q2 		$471K Sell
9,046
-12,406
-58% -$612K 0.02% 351
2023
Q1 		$1.03M Sell
21,452
-57,698
-73% -$2.71M 0.06% 272
2022
Q4 		$3.56M Sell
79,150
-118,974
-60% -$5.38M 0.22% 134
2022
Q3 		$8.32M Sell
198,124
-188,136
-49% -$8.79M 0.58% 42
2022
Q2 		$17.1M Buy
386,260
+271,313
+236% +$13.1M 1.29% 11
2022
Q1 		$6.11M Buy
114,947
+4,059
+4% +$213K 0.49% 50
2021
Q4 		$6.19M Sell
110,888
-106,630
-49% -$5.76M 0.49% 56
2021
Q3 		$11M Buy
217,518
+4,108
+2% +$213K 0.9% 23
2021
Q2 		$10.7M Sell
213,410
-31,656
-13% -$1.55M 0.88% 28
2021
Q1 		$11.4M Buy
245,066
+127,594
+109% +$5.79M 1.02% 18
2020
Q4 		$5.16M Sell
117,472
-98,483
-46% -$4.11M 0.5% 54
2020
Q3 		$8.5M Sell
215,955
-679,365
-76% -$26.5M 0.92% 21
2020
Q2 		$32.5M Sell
895,320
-413,131
-32% -$14.2M 4.27% 3
2020
Q1 		$39.6M Buy
1,308,451
+1,305,344
+42,013% +$46.8M 6.46% 1
2019
Q4 		$118K Sell
3,107
-188,144
-98% -$6.8M 0.02% 221
2019
Q3 		$6.67M Buy
191,251
+136,764
+251% +$4.75M 1.08% 27
2019
Q2 		$1.88M Buy
+54,487
New +$1.85M 0.3% 85
2018
Q4 		– Sell
-3,788
Closed -$129K – 558
2018
Q3 		$129K Buy
+3,788
New +$127K 0.04% 133

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Creative Planning
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

CX Institutional's SPYM Position: Q2 2026 in Review

CX Institutional reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 19% in Q2 2026, selling an estimated $30.9K and leaving 1,512 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #813.

CX Institutional first reported a position in SPYM in Q3 2018 and has held it in 26 quarters since. The position peaked at $39.6M in Q1 2020. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • CX Institutional held 1,512 shares of State Street SPDR Portfolio S&P 500 ETF worth $133K as of Q2 2026.
  • CX Institutional sold 362 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $30.9K.
  • State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #813 holding.
  • CX Institutional first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2018 and has held it in 26 quarters since.
  • CX Institutional's State Street SPDR Portfolio S&P 500 ETF position peaked at $39.6M in Q1 2020.
  • 1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.