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

Diversify Advisory 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	$5.95M	Buy	+68,442	New	+$5.84M	0.1%	196
2026 Q1	–	Sell	-263,151	Closed	-$21.4M	–	762
2025 Q4	$21.4M	Buy	263,151 +79,876	+44%	+$6.35M	0.68%	29
2025 Q3	$14.7M	Buy	183,275 +169,728	+1,253%	+$12.8M	0.49%	38
2025 Q2	$1.02M	Buy	13,547 +9,341	+222%	+$628K	0.04%	321
2025 Q1	$274K	Sell	4,206 -25,890	-86%	-$1.79M	0.02%	524
2024 Q4	$2.06M	Sell	30,096 -4,806	-14%	-$333K	0.11%	125
2024 Q3	$2.39M	Sell	34,902 -3,580	-9%	-$233K	0.13%	145
2024 Q2	$2.52M	Buy	38,482 +24,400	+173%	+$1.5M	0.14%	131
2024 Q1	$865K	Buy	+14,082	New	+$825K	0.05%	285

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

USS Investment Management London, United Kingdom $27.8B AUM 39.41% 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 $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Diversify Advisory Services's SPYM Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 68,442 shares worth $5.95M. The stake represents 0.1% of the portfolio and ranks #196 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SPYM as recently as Q4 2025.

Diversify Advisory Services first reported a position in SPYM in Q1 2024 and has held it in 9 quarters since. The position peaked at $21.4M in Q4 2025. 1,732 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Diversify Advisory Services held 68,442 shares of State Street SPDR Portfolio S&P 500 ETF worth $5.95M as of Q2 2026.
State Street SPDR Portfolio S&P 500 ETF was a new Diversify Advisory Services position in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.1% of Diversify Advisory Services's portfolio in Q2 2026, its #196 holding.
Diversify Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $21.4M in Q4 2025.
1,732 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.