Defender Capital’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Defender Capital’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	$633K	Buy	+7,200	New	+$614K	0.21%	24
2026 Q1	–	Sell	-9,200	Closed	-$738K	–	38
2025 Q4	$738K	Buy	+9,200	New	+$732K	0.24%	23
2025 Q3	–	Sell	-9,200	Closed	-$669K	–	31
2025 Q2	$669K	Sell	9,200 -3,200	-26%	-$215K	0.23%	23
2025 Q1	$820K	Hold	12,400	–	–	0.32%	21
2024 Q4	$855K	Hold	12,400	–	–	0.31%	20
2024 Q3	$837K	Buy	12,400 +1,600	+15%	+$104K	0.28%	21
2024 Q2	$691K	Buy	10,800 +5,300	+96%	+$326K	0.24%	20
2024 Q1	$338K	Hold	5,500	–	–	0.12%	26
2023 Q4	$307K	Sell	5,500 -5,500	-50%	-$288K	0.11%	29
2023 Q3	$553K	Buy	+11,000	New	+$575K	0.2%	21

Other funds holding SPYM

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

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

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

SFS

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Defender Capital's SPYM Position: Q2 2026 in Review

Defender Capital opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 7,200 shares worth $633K. The stake represents 0.21% of the portfolio and ranks #24 among its holdings. This is a return to the name: Defender Capital previously reported a position in SPYM as recently as Q4 2025.

Defender Capital first reported a position in SPYM in Q3 2023 and has held it in 10 quarters since. The position peaked at $855K in Q4 2024. 331 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Defender Capital held 7,200 shares of State Street SPDR Portfolio S&P 500 ETF worth $633K as of Q2 2026.
State Street SPDR Portfolio S&P 500 ETF was a new Defender Capital position in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.21% of Defender Capital's portfolio in Q2 2026, its #24 holding.
Defender Capital first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2023 and has held it in 10 quarters since.
Defender Capital's State Street SPDR Portfolio S&P 500 ETF position peaked at $855K in Q4 2024.
331 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Defender Capital's 13F filing for Q2 2026, filed 9 Jul 2026.