Edgestream Partners’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Edgestream Partners’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	$788K	Buy	8,966 +2,011	+29%	+$172K	0.02%	711
2026 Q1	$532K	Sell	6,955 -24,006	-78%	-$1.92M	0.02%	729
2025 Q4	$2.48M	Buy	30,961 +6,251	+25%	+$497K	0.07%	469
2025 Q3	$1.94M	Buy	+24,710	New	+$1.86M	0.06%	536
2025 Q1	–	Sell	-11,309	Closed	-$780K	–	1048
2024 Q4	$780K	Buy	+11,309	New	+$784K	0.03%	611

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

Edgestream Partners's SPYM Position: Q2 2026 in Review

Edgestream Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 29% in Q2 2026, buying an estimated $172K and bringing the position to 8,966 shares worth $788K. The position accounts for 0.02% of the portfolio, ranked #711.

Edgestream Partners first reported a position in SPYM in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.48M in Q4 2025. 1,736 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Edgestream Partners held 8,966 shares of State Street SPDR Portfolio S&P 500 ETF worth $788K as of Q2 2026.
Edgestream Partners bought 2,011 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $172K.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Edgestream Partners's portfolio in Q2 2026, its #711 holding.
Edgestream Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 5 quarters since.
Edgestream Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.48M in Q4 2025.
1,736 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.