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

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

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.