Eldridge Investment Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Eldridge Investment Advisors’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	$36.6M	Sell	416,733 -31,445	-7%	-$2.68M	7.25%	2
2026 Q1	$34.3M	Buy	448,178 +41,085	+10%	+$3.29M	7.52%	2
2025 Q4	$32.7M	Sell	407,093 -58	-0%	-$4.61K	7.19%	2
2025 Q3	$31.9M	Sell	407,151 -6,872	-2%	-$518K	7.26%	2
2025 Q2	$30.1M	Sell	414,023 -4,056	-1%	-$273K	6.29%	3
2025 Q1	$27.5M	Sell	418,079 -10,014	-2%	-$693K	6.33%	3
2024 Q4	$29.5M	Sell	428,093 -5,798	-1%	-$402K	6.86%	3
2024 Q3	$29.3M	Buy	433,891 +52,674	+14%	+$3.43M	6.88%	3
2024 Q2	$24.4M	Buy	381,217 +50,772	+15%	+$3.13M	6.15%	3
2024 Q1	$20.3M	Buy	330,445 +73,490	+29%	+$4.3M	5.22%	3
2023 Q4	$14.4M	Buy	256,955 +30,760	+14%	+$1.61M	3.76%	4
2023 Q3	$11.4M	Buy	226,195 +84,627	+60%	+$4.43M	3.77%	4
2023 Q2	$7.38M	Buy	141,568 +71,866	+103%	+$3.55M	2.41%	10
2023 Q1	$3.36M	Buy	69,702 +16,781	+32%	+$787K	1.16%	21
2022 Q4	$2.38M	Sell	52,921 -24,542	-32%	-$1.11M	0.83%	28
2022 Q3	$3.25M	Buy	+77,463	New	+$3.62M	1.26%	19

Other funds holding SPYM

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

APTFM

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

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 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

Eldridge Investment Advisors's SPYM Position: Q2 2026 in Review

Eldridge Investment Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 7% in Q2 2026, selling an estimated $2.68M and leaving 416,733 shares worth $36.6M. The position accounts for 7.25% of the portfolio, ranked #2.

Eldridge Investment Advisors first reported a position in SPYM in Q3 2022 and has held it in 16 quarters since. 1,725 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Eldridge Investment Advisors held 416,733 shares of State Street SPDR Portfolio S&P 500 ETF worth $36.6M as of Q2 2026.
Eldridge Investment Advisors sold 31,445 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.68M.
State Street SPDR Portfolio S&P 500 ETF made up 7.25% of Eldridge Investment Advisors's portfolio in Q2 2026, its #2 holding.
Eldridge Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2022 and has held it in 16 quarters since.
1,725 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Eldridge Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.