Diligent Investors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Diligent Investors’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	$439K	Hold	5,000	–	–	0.1%	229
2026 Q1	$383K	Hold	5,000	–	–	0.09%	231
2025 Q4	$401K	Sell	5,000 -370	-7%	-$29.4K	0.1%	222
2025 Q3	$421K	Hold	5,370	–	–	0.11%	218
2025 Q2	$390K	Hold	5,370	–	–	0.09%	230
2025 Q1	$353K	Hold	5,370	–	–	0.09%	248
2024 Q4	$370K	Hold	5,370	–	–	0.08%	239
2024 Q3	$363K	Hold	5,370	–	–	0.08%	238
2024 Q2	$344K	Hold	5,370	–	–	0.09%	233
2024 Q1	$330K	Sell	5,370 -356	-6%	-$20.8K	0.08%	239
2023 Q4	$320K	Sell	5,726 -428	-7%	-$22.4K	0.09%	230
2023 Q3	$309K	Sell	6,154 -6,000	-49%	-$314K	0.09%	223
2023 Q2	$633K	Hold	12,154	–	–	0.19%	135
2023 Q1	$585K	Hold	12,154	–	–	0.18%	135
2022 Q4	$547K	Hold	12,154	–	–	0.18%	139
2022 Q3	$510K	Hold	12,154	–	–	0.18%	130
2022 Q2	$539K	Sell	12,154 -940	-7%	-$45.3K	0.18%	133
2022 Q1	$696K	Buy	13,094 +784	+6%	+$41.1K	0.2%	117
2021 Q4	$687K	Hold	12,310	–	–	0.19%	117
2021 Q3	$620K	Hold	12,310	–	–	0.21%	112
2021 Q2	$620K	Hold	12,310	–	–	0.21%	112
2021 Q1	$574K	Sell	12,310 -1,500	-11%	-$68K	0.21%	115
2020 Q4	$607K	Sell	13,810 -8,000	-37%	-$334K	0.24%	101
2020 Q3	$858K	Buy	21,810 +8,370	+62%	+$326K	0.39%	56
2020 Q2	$487K	Buy	+13,440	New	+$462K	0.24%	92

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

Diligent Investors's SPYM Position: Q2 2026 in Review

Diligent Investors held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 5,000 shares worth $439K. The position accounts for 0.1% of the portfolio, ranked #229.

Diligent Investors first reported a position in SPYM in Q2 2020 and has held it in 25 quarters since. The position peaked at $858K in Q3 2020. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Diligent Investors held 5,000 shares of State Street SPDR Portfolio S&P 500 ETF worth $439K as of Q2 2026.
Diligent Investors left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.1% of Diligent Investors's portfolio in Q2 2026, its #229 holding.
Diligent Investors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2020 and has held it in 25 quarters since.
Diligent Investors's State Street SPDR Portfolio S&P 500 ETF position peaked at $858K in Q3 2020.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.