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

Encompass More 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	$22.7M	Sell	258,674 -296,691	-53%	-$25.3M	3.31%	4
2026 Q1	$42.5M	Buy	555,365 +453,408	+445%	+$36.3M	7.13%	2
2025 Q4	$8.18M	Buy	101,957 +7,544	+8%	+$600K	1.51%	17
2025 Q3	$7.4M	Buy	+94,413	New	+$7.12M	1.42%	17
2025 Q2	–	Sell	-34,227	Closed	-$2.25M	–	242
2025 Q1	$2.25M	Buy	34,227 +1,491	+5%	+$103K	0.67%	44
2024 Q4	$2.26M	Buy	32,736 +26,423	+419%	+$1.83M	0.74%	35
2024 Q3	$426K	Buy	6,313 +725	+13%	+$47.1K	0.16%	110
2024 Q2	$358K	Buy	5,588 +895	+19%	+$55.1K	0.26%	62
2024 Q1	$289K	Buy	4,693 +94	+2%	+$5.5K	0.24%	69
2023 Q4	$257K	Buy	+4,599	New	+$241K	0.29%	71

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

Encompass More Asset Management's SPYM Position: Q2 2026 in Review

Encompass More Asset Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 53% in Q2 2026, selling an estimated $25.3M and leaving 258,674 shares worth $22.7M. The position accounts for 3.31% of the portfolio, ranked #4.

Encompass More Asset Management first reported a position in SPYM in Q4 2023 and has held it in 10 quarters since. The position peaked at $42.5M in Q1 2026. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Encompass More Asset Management held 258,674 shares of State Street SPDR Portfolio S&P 500 ETF worth $22.7M as of Q2 2026.
Encompass More Asset Management sold 296,691 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $25.3M.
State Street SPDR Portfolio S&P 500 ETF made up 3.31% of Encompass More Asset Management's portfolio in Q2 2026, its #4 holding.
Encompass More Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Encompass More Asset Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $42.5M in Q1 2026.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.