Empirical Asset Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Empirical Asset Management’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	$2.74M	Buy	31,231 +10,783	+53%	+$920K	0.62%	29
2026 Q1	$1.54M	Buy	20,448 +10,844	+113%	+$867K	0.41%	60
2025 Q4	$743K	Sell	9,604 -2,447	-20%	-$195K	0.21%	135
2025 Q3	$917K	Buy	12,051 +9	+0.1%	+$679	0.25%	105
2025 Q2	$850K	Sell	12,042 -6,799	-36%	-$457K	0.26%	107
2025 Q1	$1.22M	Sell	18,841 -19,185	-50%	-$1.33M	0.41%	57
2024 Q4	$1.13M	Buy	38,026 +1,482	+4%	+$103K	0.37%	73
2024 Q3	$1M	Sell	36,544 -2,218	-6%	-$144K	0.36%	78
2024 Q2	$1.1M	Buy	38,762 +29,933	+339%	+$1.84M	0.41%	54
2024 Q1	$543K	Sell	8,829 -1,673	-16%	-$98K	0.26%	101
2023 Q4	$587K	Buy	10,502 +174	+2%	+$9.12K	0.48%	76
2023 Q3	$519K	Buy	10,328 +5,520	+115%	+$289K	0.45%	84
2023 Q2	$251K	Hold	4,808	–	–	0.22%	131
2023 Q1	$232K	Hold	4,808	–	–	0.22%	127
2022 Q4	$216K	Hold	4,808	–	–	0.23%	140
2022 Q3	$202K	Hold	4,808	–	–	0.22%	139
2022 Q2	$213K	Buy	4,808 +136	+3%	+$6.55K	0.22%	142
2022 Q1	$248K	Buy	+4,672	New	+$245K	0.24%	126

Other funds holding SPYM

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

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 $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Empirical Asset Management's SPYM Position: Q2 2026 in Review

Empirical Asset Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 53% in Q2 2026, buying an estimated $920K and bringing the position to 31,231 shares worth $2.74M. The position accounts for 0.62% of the portfolio, ranked #29.

Empirical Asset Management first reported a position in SPYM in Q1 2022 and has held it in 18 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Empirical Asset Management held 31,231 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.74M as of Q2 2026.
Empirical Asset Management bought 10,783 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $920K.
State Street SPDR Portfolio S&P 500 ETF made up 0.62% of Empirical Asset Management's portfolio in Q2 2026, its #29 holding.
Empirical Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and has held it in 18 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.