Cypress Wealth Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Cypress Wealth Services’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	$47.1M	Buy	535,606 +177,871	+50%	+$15.2M	5.78%	1
2026 Q1	$27.4M	Sell	357,735 -9,560	-3%	-$765K	3.87%	3
2025 Q4	$29.5M	Buy	367,295 +45,952	+14%	+$3.65M	4.08%	2
2025 Q3	$25.2M	Buy	321,343 +26,279	+9%	+$1.98M	4.12%	3
2025 Q2	$21.4M	Sell	295,064 -8,692	-3%	-$584K	3.84%	4
2025 Q1	$20M	Buy	303,756 +1,563	+0.5%	+$108K	4.05%	4
2024 Q4	$20.8M	Sell	302,193 -6,028	-2%	-$418K	4.18%	3
2024 Q3	$20.8M	Sell	308,221 -9,110	-3%	-$592K	4.3%	3
2024 Q2	$20.3M	Sell	317,331 -35,833	-10%	-$2.21M	4.52%	3
2024 Q1	$21.7M	Sell	353,164 -60,256	-15%	-$3.53M	5.06%	3
2023 Q4	$23.1M	Buy	413,420 +111,200	+37%	+$5.83M	5.76%	3
2023 Q3	$15.2M	Buy	302,220 +54,125	+22%	+$2.83M	4.21%	3
2023 Q2	$13.2M	Buy	248,095 +79,966	+48%	+$3.95M	3.46%	4
2023 Q1	$8.1M	Buy	168,129 +67,123	+66%	+$3.15M	2.37%	7
2022 Q4	$4.54M	Buy	101,006 +37,075	+58%	+$1.68M	1.46%	13
2022 Q3	$2.73M	Buy	63,931 +58,879	+1,165%	+$2.75M	0.93%	21
2022 Q2	$224K	Sell	5,052 -627	-11%	-$30.2K	0.07%	202
2022 Q1	$302K	Sell	5,679 -30	-0.5%	-$1.57K	0.08%	181
2021 Q4	$319K	Buy	5,709 +580	+11%	+$31.3K	0.09%	169
2021 Q3	$259K	Buy	5,129 +165	+3%	+$8.56K	0.08%	184
2021 Q2	$250K	Sell	4,964 -14	-0.3%	-$687	0.07%	219
2021 Q1	$232K	Buy	+4,978	New	+$226K	0.05%	256

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

Cypress Wealth Services's SPYM Position: Q2 2026 in Review

Cypress Wealth Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 50% in Q2 2026, buying an estimated $15.2M and bringing the position to 535,606 shares worth $47.1M. The position accounts for 5.78% of the portfolio, ranked #1.

Cypress Wealth Services first reported a position in SPYM in Q1 2021 and has held it in 22 quarters since. 1,715 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Cypress Wealth Services held 535,606 shares of State Street SPDR Portfolio S&P 500 ETF worth $47.1M as of Q2 2026.
Cypress Wealth Services bought 177,871 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $15.2M.
State Street SPDR Portfolio S&P 500 ETF made up 5.78% of Cypress Wealth Services's portfolio in Q2 2026, its #1 holding.
Cypress Wealth Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2021 and has held it in 22 quarters since.
1,715 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.