ECM
SPYM

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

Evergreen Capital 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 		$9.52M Buy
108,344
+2
+0% +$171 0.17% 129
2026
Q1 		$8.29M Buy
108,342
+1
+0% +$80 0.18% 131
2025
Q4 		$8.69M Buy
108,341
+146
+0.1% +$11.6K 0.19% 126
2025
Q3 		$8.48M Buy
108,195
+6,852
+7% +$517K 0.2% 125
2025
Q2 		$7.37M Sell
101,343
-32,657
-24% -$2.2M 0.22% 124
2025
Q1 		$8.81M Buy
134,000
+95,000
+244% +$6.57M 0.3% 93
2024
Q4 		$2.69M Hold
39,000
– – 0.09% 216
2024
Q3 		$2.63M Buy
+39,000
New +$2.54M 0.09% 217

Other funds holding SPYM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Evergreen Capital Management's SPYM Position: Q2 2026 in Review

Evergreen Capital Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0% in Q2 2026, buying an estimated $171 and bringing the position to 108,344 shares worth $9.52M. The position accounts for 0.17% of the portfolio, ranked #129.

Evergreen Capital Management first reported a position in SPYM in Q3 2024 and has held it in 8 quarters since. 913 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Evergreen Capital Management held 108,344 shares of State Street SPDR Portfolio S&P 500 ETF worth $9.52M as of Q2 2026.
  • Evergreen Capital Management bought 2 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $171.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.17% of Evergreen Capital Management's portfolio in Q2 2026, its #129 holding.
  • Evergreen Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
  • 913 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.