Eagle Strategies
SPYM icon

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
Q3 		$69.5M Buy
773,937
+7,774
+1% +$695K 6.74% 1
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kedalion Capital Management
Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
MKP Capital Management
MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Eagle Strategies's SPYM Position: Q3 2026 in Review

Eagle Strategies increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1% in Q3 2026, buying an estimated $695K and bringing the position to 773,937 shares worth $69.5M. The position accounts for 6.74% of the portfolio, ranked #1.

Eagle Strategies first reported a position in SPYM in Q4 2023 and has held it in 12 quarters since. The position peaked at $71.7M in Q1 2026. 1,134 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Eagle Strategies held 773,937 shares of State Street SPDR Portfolio S&P 500 ETF worth $69.5M as of Q3 2026.
  • Eagle Strategies bought 7,774 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $695K.
  • State Street SPDR Portfolio S&P 500 ETF made up 6.74% of Eagle Strategies's portfolio in Q3 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 12 quarters since.
  • Eagle Strategies's State Street SPDR Portfolio S&P 500 ETF position peaked at $71.7M in Q1 2026.
  • 1,134 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Eagle Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.