F/M Investments’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

F/M Investments’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	$255K	Hold	2,897	–	–	0.01%	325
2026 Q1	$222K	Hold	2,897	–	–	0.01%	320
2025 Q4	$232K	Buy	2,897 +35	+1%	+$2.78K	0.01%	411
2025 Q3	$224K	Hold	2,862	–	–	0.01%	397
2025 Q2	$208K	Buy	+2,862	New	+$192K	0.01%	393
2024 Q2	–	Sell	-3,631	Closed	-$223K	–	336
2024 Q1	$223K	Hold	3,631	–	–	0.15%	66
2023 Q4	$203K	Sell	3,631 -5,170	-59%	-$271K	0.12%	85
2023 Q3	$442K	Hold	8,801	–	–	0.33%	53
2023 Q2	$459K	Sell	8,801 -460	-5%	-$22.7K	0.34%	51
2023 Q1	$446K	Hold	9,261	–	–	0.45%	41
2022 Q4	$417K	Buy	+9,261	New	+$419K	0.5%	42
2022 Q3	–	Sell	-9,161	Closed	-$461K	–	79
2022 Q2	$461K	Buy	9,161 +4,728	+107%	+$228K	0.36%	40
2022 Q1	$236K	Hold	4,433	–	–	0.19%	53
2021 Q4	$247K	Buy	+4,433	New	+$239K	0.18%	59
2021 Q3	–	Sell	-9,161	Closed	-$461K	–	102
2021 Q2	$461K	Buy	9,161 +2,928	+47%	+$144K	0.36%	40
2021 Q1	$291K	Sell	6,233 -1,622	-21%	-$73.6K	0.23%	58
2020 Q4	$345K	Buy	+7,855	New	+$328K	0.3%	40

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

F/M Investments's SPYM Position: Q2 2026 in Review

F/M Investments held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 2,897 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #325.

F/M Investments first reported a position in SPYM in Q4 2020 and has held it in 17 quarters since. The position peaked at $461K in Q2 2022. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

F/M Investments held 2,897 shares of State Street SPDR Portfolio S&P 500 ETF worth $255K as of Q2 2026.
F/M Investments left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of F/M Investments's portfolio in Q2 2026, its #325 holding.
F/M Investments first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 17 quarters since.
F/M Investments's State Street SPDR Portfolio S&P 500 ETF position peaked at $461K in Q2 2022.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.