Eagle Strategies’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Eagle Strategies’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	$67.3M	Sell	766,163 -170,445	-18%	-$14.5M	6.69%	1
2026 Q1	$71.7M	Buy	936,608 +44,902	+5%	+$3.59M	8.56%	1
2025 Q4	$71.5M	Buy	891,706 +363	+0%	+$28.9K	9.14%	1
2025 Q3	$69.8M	Buy	891,343 +35,574	+4%	+$2.68M	9.34%	1
2025 Q2	$62.2M	Buy	855,769 +105,484	+14%	+$7.09M	9.48%	1
2025 Q1	$49.3M	Buy	750,285 +30,356	+4%	+$2.1M	8.58%	1
2024 Q4	$49.6M	Buy	719,929 +28,403	+4%	+$1.97M	8.59%	1
2024 Q3	$46.7M	Buy	691,526 +26,032	+4%	+$1.69M	8.43%	1
2024 Q2	$42.6M	Buy	665,494 +656,745	+7,507%	+$40.4M	8.15%	1
2024 Q1	$538K	Sell	8,749 -456,565	-98%	-$26.7M	0.12%	154
2023 Q4	$26M	Buy	+465,314	New	+$24.4M	5.57%	1

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Eagle Strategies's SPYM Position: Q2 2026 in Review

Eagle Strategies reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 18% in Q2 2026, selling an estimated $14.5M and leaving 766,163 shares worth $67.3M. The position accounts for 6.69% of the portfolio, ranked #1.

Eagle Strategies first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. The position peaked at $71.7M in Q1 2026. 890 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Eagle Strategies held 766,163 shares of State Street SPDR Portfolio S&P 500 ETF worth $67.3M as of Q2 2026.
Eagle Strategies sold 170,445 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $14.5M.
State Street SPDR Portfolio S&P 500 ETF made up 6.69% of Eagle Strategies's portfolio in Q2 2026, its #1 holding.
Eagle Strategies first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Eagle Strategies's State Street SPDR Portfolio S&P 500 ETF position peaked at $71.7M in Q1 2026.
890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.