EA
SPYM

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

Emerald 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 		$966K Sell
10,987
-1,242
-10% -$106K 0.12% 58
2026
Q1 		$936K Sell
12,229
-339
-3% -$27.1K 0.12% 54
2025
Q4 		$1.01M Buy
12,568
+835
+7% +$66.4K 0.14% 50
2025
Q3 		$919K Buy
11,733
+387
+3% +$29.2K 0.12% 49
2025
Q2 		$825K Sell
11,346
-678
-6% -$45.6K 0.11% 52
2025
Q1 		$791K Sell
12,024
-215
-2% -$14.9K 0.11% 48
2024
Q4 		$844K Buy
12,239
+326
+3% +$22.6K 0.12% 42
2024
Q3 		$819K Buy
11,913
+686
+6% +$44.6K 0.12% 42
2024
Q2 		$719K Buy
11,227
+1,015
+10% +$62.5K 0.11% 47
2024
Q1 		$628K Buy
10,212
+2,062
+25% +$121K 0.11% 50
2023
Q4 		$456K Buy
8,150
+77
+1% +$4.03K 0.09% 58
2023
Q3 		$406K Buy
8,073
+222
+3% +$11.6K 0.09% 55
2023
Q2 		$409K Buy
7,851
+664
+9% +$32.8K 0.1% 58
2023
Q1 		$346K Buy
+7,187
New +$337K 0.09% 56

Other funds holding SPYM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
GT
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
GI
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Emerald Advisors's SPYM Position: Q2 2026 in Review

Emerald Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 10% in Q2 2026, selling an estimated $106K and leaving 10,987 shares worth $966K. The position accounts for 0.12% of the portfolio, ranked #58.

Emerald Advisors first reported a position in SPYM in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.01M in Q4 2025. 947 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Emerald Advisors held 10,987 shares of State Street SPDR Portfolio S&P 500 ETF worth $966K as of Q2 2026.
  • Emerald Advisors sold 1,242 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $106K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.12% of Emerald Advisors's portfolio in Q2 2026, its #58 holding.
  • Emerald Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
  • Emerald Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.01M in Q4 2025.
  • 947 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Emerald Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.