Empower Advisory Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Empower Advisory Group’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	$101M	Sell	1,151,797 -907,842	-44%	-$77.5M	0.24%	76
2026 Q1	$158M	Buy	2,059,639 +1,944,777	+1,693%	+$156M	0.41%	45
2025 Q4	$9.21M	Sell	114,862 -45,712	-28%	-$3.64M	0.02%	172
2025 Q3	$12.6M	Buy	160,574 +66,061	+70%	+$4.98M	0.03%	150
2025 Q2	$6.87M	Buy	94,513 +85,084	+902%	+$5.72M	0.02%	173
2025 Q1	$620K	Sell	9,429 -749	-7%	-$51.8K	﹤0.01%	292
2024 Q4	$702K	Buy	10,178 +183	+2%	+$12.7K	﹤0.01%	286
2024 Q3	$675K	Buy	9,995 +239	+2%	+$15.5K	﹤0.01%	278
2024 Q2	$624K	Buy	9,756 +2,964	+44%	+$182K	﹤0.01%	276
2024 Q1	$418K	Buy	6,792 +2,587	+62%	+$152K	﹤0.01%	335
2023 Q4	$235K	Buy	+4,205	New	+$220K	﹤0.01%	440

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 39.41% 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

Empower Advisory Group's SPYM Position: Q2 2026 in Review

Empower Advisory Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 44% in Q2 2026, selling an estimated $77.5M and leaving 1,151,797 shares worth $101M. The position accounts for 0.24% of the portfolio, ranked #76.

Empower Advisory Group first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. The position peaked at $158M in Q1 2026. 1,730 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Empower Advisory Group held 1,151,797 shares of State Street SPDR Portfolio S&P 500 ETF worth $101M as of Q2 2026.
Empower Advisory Group sold 907,842 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $77.5M.
State Street SPDR Portfolio S&P 500 ETF made up 0.24% of Empower Advisory Group's portfolio in Q2 2026, its #76 holding.
Empower Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Empower Advisory Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $158M in Q1 2026.
1,730 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.