Essex Savings Bank’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Essex Savings Bank’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	$248K	Sell	2,818 -31	-1%	-$2.65K	0.05%	271
2026 Q1	$218K	Sell	2,849 -2,485	-47%	-$199K	0.05%	286
2025 Q4	$428K	Buy	5,334 +307	+6%	+$24.4K	0.09%	184
2025 Q3	$394K	Buy	5,027 +210	+4%	+$15.8K	0.09%	186
2025 Q2	$350K	Hold	4,817	–	–	0.08%	196
2025 Q1	$317K	Hold	4,817	–	–	0.08%	203
2024 Q4	$332K	Buy	+4,817	New	+$334K	0.08%	198

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

Essex Savings Bank's SPYM Position: Q2 2026 in Review

Essex Savings Bank reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.1% in Q2 2026, selling an estimated $2.65K and leaving 2,818 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #271.

Essex Savings Bank first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $428K in Q4 2025. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Essex Savings Bank held 2,818 shares of State Street SPDR Portfolio S&P 500 ETF worth $248K as of Q2 2026.
Essex Savings Bank sold 31 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.65K.
State Street SPDR Portfolio S&P 500 ETF made up 0.05% of Essex Savings Bank's portfolio in Q2 2026, its #271 holding.
Essex Savings Bank first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Essex Savings Bank's State Street SPDR Portfolio S&P 500 ETF position peaked at $428K in Q4 2025.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.