Equitable Holdings’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Equitable Holdings’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	$79.6M	Buy	905,742 +257,360	+40%	+$22M	0.48%	45
2026 Q1	$52M	Buy	648,382 +64,441	+11%	+$5.15M	0.33%	65
2025 Q4	$46.8M	Buy	583,941 +48,593	+9%	+$3.86M	0.32%	69
2025 Q3	$41.9M	Buy	535,348 +61,084	+13%	+$4.61M	0.31%	71
2025 Q2	$34.5M	Buy	474,264 +18,310	+4%	+$1.23M	0.28%	80
2025 Q1	$30M	Buy	455,954 +106,145	+30%	+$7.34M	0.28%	80
2024 Q4	$24.1M	Sell	349,809 -33,185	-9%	-$2.3M	0.23%	93
2024 Q3	$25.9M	Buy	382,994 +100,066	+35%	+$6.51M	0.25%	85
2024 Q2	$18.1M	Buy	282,928 +13,848	+5%	+$853K	0.19%	100
2024 Q1	$16.6M	Buy	269,080 +7,010	+3%	+$411K	0.19%	100
2023 Q4	$14.6M	Sell	262,070 -1,361	-0.5%	-$71.3K	0.18%	102
2023 Q3	$13.2M	Buy	263,431 +18,271	+7%	+$956K	0.19%	103
2023 Q2	$12.8M	Buy	245,160 +39,770	+19%	+$1.96M	0.18%	103
2023 Q1	$9.89M	Buy	205,390 +32,264	+19%	+$1.51M	0.16%	109
2022 Q4	$7.79M	Buy	173,126 +3,399	+2%	+$154K	0.14%	115
2022 Q3	$7.13M	Sell	169,727 -188,245	-53%	-$8.79M	0.14%	114
2022 Q2	$15.9M	Buy	357,972 +235,058	+191%	+$11.3M	0.3%	69
2022 Q1	$6.53M	Buy	122,914 +11,755	+11%	+$616K	0.11%	133
2021 Q4	$6.21M	Buy	111,159 +21,535	+24%	+$1.16M	0.1%	141
2021 Q3	$4.52M	Buy	89,624 +10,400	+13%	+$539K	0.08%	158
2021 Q2	$3.99M	Buy	79,224 +4,544	+6%	+$223K	0.07%	162
2021 Q1	$3.48M	Buy	74,680 +5,196	+7%	+$236K	0.07%	168
2020 Q4	$3.06M	Buy	69,484 +1,346	+2%	+$56.1K	0.07%	173
2020 Q3	$2.68M	Sell	68,138 -55	-0.1%	-$2.14K	0.07%	168
2020 Q2	$2.47M	Buy	68,193 +45	+0.1%	+$1.55K	0.07%	177
2020 Q1	$2.06M	Sell	68,148 -2,785	-4%	-$99.9K	0.07%	159
2019 Q4	$2.68M	Buy	+70,933	New	+$2.56M	0.08%	153

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

Equitable Holdings's SPYM Position: Q2 2026 in Review

Equitable Holdings increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 40% in Q2 2026, buying an estimated $22M and bringing the position to 905,742 shares worth $79.6M. The position accounts for 0.48% of the portfolio, ranked #45.

Equitable Holdings first reported a position in SPYM in Q4 2019 and has held it in 27 quarters since. 1,720 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Equitable Holdings held 905,742 shares of State Street SPDR Portfolio S&P 500 ETF worth $79.6M as of Q2 2026.
Equitable Holdings bought 257,360 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $22M.
State Street SPDR Portfolio S&P 500 ETF made up 0.48% of Equitable Holdings's portfolio in Q2 2026, its #45 holding.
Equitable Holdings first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
1,720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.