DAGCO Inc’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

DAGCO Inc’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	$339K	Buy	3,863 +274	+8%	+$23.4K	0.06%	99
2026 Q1	$275K	Sell	3,589 -692	-16%	-$55.4K	0.06%	94
2025 Q4	$343K	Sell	4,281 -204	-5%	-$16.2K	0.08%	82
2025 Q3	$351K	Buy	4,485 +222	+5%	+$16.7K	0.09%	81
2025 Q2	$310K	Sell	4,263 -1,545	-27%	-$104K	0.09%	84
2025 Q1	$382K	Buy	+5,808	New	+$402K	0.12%	74
2024 Q4	–	Sell	-1,918	Closed	-$129K	–	188
2024 Q3	$129K	Buy	1,918 +84	+5%	+$5.46K	0.05%	91
2024 Q2	$117K	Sell	1,834 -31	-2%	-$1.91K	0.05%	91
2024 Q1	$115K	Buy	+1,865	New	+$109K	0.05%	91

Other funds holding SPYM

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

DAGCO Inc's SPYM Position: Q2 2026 in Review

DAGCO Inc increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 7.6% in Q2 2026, buying an estimated $23.4K and bringing the position to 3,863 shares worth $339K. The position accounts for 0.06% of the portfolio, ranked #99.

DAGCO Inc first reported a position in SPYM in Q1 2024 and has held it in 9 quarters since. The position peaked at $382K in Q1 2025. 624 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

DAGCO Inc held 3,863 shares of State Street SPDR Portfolio S&P 500 ETF worth $339K as of Q2 2026.
DAGCO Inc bought 274 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $23.4K.
State Street SPDR Portfolio S&P 500 ETF made up 0.06% of DAGCO Inc's portfolio in Q2 2026, its #99 holding.
DAGCO Inc first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
DAGCO Inc's State Street SPDR Portfolio S&P 500 ETF position peaked at $382K in Q1 2025.
624 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.