D.J. St. Germain’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

D.J. St. Germain’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	$106M	Buy	1,203,055 +66,358	+6%	+$5.66M	3.8%	4
2026 Q1	$87M	Buy	1,136,697 +165,689	+17%	+$13.3M	3.44%	4
2025 Q4	$77.9M	Buy	971,008 +66,125	+7%	+$5.26M	3.03%	4
2025 Q3	$70.9M	Buy	904,883 +316,420	+54%	+$23.9M	2.84%	4
2025 Q2	$42.8M	Buy	588,463 +499,793	+564%	+$33.6M	1.84%	9
2025 Q1	$5.83M	Sell	88,670 -838	-0.9%	-$58K	0.27%	85
2024 Q4	$6.17M	Sell	89,508 -3,789	-4%	-$263K	0.28%	87
2024 Q3	$6.3M	Sell	93,297 -1,854	-2%	-$121K	0.29%	86
2024 Q2	$6.09M	Sell	95,151 -2,831	-3%	-$174K	0.29%	86
2024 Q1	$6.03M	Sell	97,982 -47,027	-32%	-$2.75M	0.29%	85
2023 Q4	$8.11M	Sell	145,009 -8,527	-6%	-$447K	0.42%	68
2023 Q3	$7.72M	Sell	153,536 -1,811,840	-92%	-$94.8M	0.43%	69
2023 Q2	$102M	Buy	+1,965,376	New	+$97M	5.41%	3
2022 Q4	$90.4K	Buy	2,009,470 +83,451	+4%	+$3.77M	0.03%	124
2022 Q3	$85.4M	Hold	1,926,019	–	–	5.64%	1
2022 Q2	$85.4M	Buy	1,926,019 +151,374	+9%	+$7.29M	5.64%	1
2022 Q1	$94.3M	Buy	1,774,645 +176,380	+11%	+$9.24M	5.3%	2
2021 Q4	$89.2M	Buy	1,598,265 +759,169	+90%	+$41M	4.91%	3
2021 Q3	$42.3M	Buy	839,096 +487,535	+139%	+$25.3M	2.61%	6
2021 Q2	$17.7M	Buy	351,561 +338,306	+2,552%	+$16.6M	1.11%	30
2021 Q1	$618K	Buy	+13,255	New	+$601K	0.04%	143

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

D.J. St. Germain's SPYM Position: Q2 2026 in Review

D.J. St. Germain increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.8% in Q2 2026, buying an estimated $5.66M and bringing the position to 1,203,055 shares worth $106M. The position accounts for 3.8% of the portfolio, ranked #4.

D.J. St. Germain first reported a position in SPYM in Q1 2021 and has held it in 21 quarters since. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

D.J. St. Germain held 1,203,055 shares of State Street SPDR Portfolio S&P 500 ETF worth $106M as of Q2 2026.
D.J. St. Germain bought 66,358 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $5.66M.
State Street SPDR Portfolio S&P 500 ETF made up 3.8% of D.J. St. Germain's portfolio in Q2 2026, its #4 holding.
D.J. St. Germain first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2021 and has held it in 21 quarters since.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.