FRA
SPYM

FFG Retirement Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

FFG Retirement Advisors’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 		$10.1M Buy
115,034
+23,052
+25% +$1.97M 5.35% 1
2026
Q1 		$7.04M Sell
91,982
-7,327
-7% -$586K 4.1% 5
2025
Q4 		$7.97M Buy
99,309
+1,361
+1% +$108K 4.94% 2
2025
Q3 		$7.67M Sell
97,948
-52,161
-35% -$3.93M 4.76% 3
2025
Q2 		$10.9M Sell
150,109
-18,433
-11% -$1.24M 6.84% 1
2025
Q1 		$11.1M Sell
168,542
-30,773
-15% -$2.13M 7.55% 3
2024
Q4 		$13.7M Sell
199,315
-2,250
-1% -$156K 8.98% 2
2024
Q3 		$13.6M Sell
201,565
-54,239
-21% -$3.53M 8.86% 1
2024
Q2 		$16.4M Sell
255,804
-45,525
-15% -$2.8M 11.41% 1
2024
Q1 		$18.5M Sell
301,329
-20,298
-6% -$1.19M 13.06% 1
2023
Q4 		$18M Buy
321,627
+38,589
+14% +$2.02M 13.89% 1
2023
Q3 		$14.2M Buy
283,038
+51,922
+22% +$2.72M 11.8% 1
2023
Q2 		$12M Sell
231,116
-2,180
-0.9% -$108K 9.64% 2
2023
Q1 		$11.2M Sell
233,296
-17,087
-7% -$802K 9.62% 2
2022
Q4 		$11.3M Buy
+250,383
New +$11.3M 10.27% 1

Other funds holding SPYM

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
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

FFG Retirement Advisors's SPYM Position: Q2 2026 in Review

FFG Retirement Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 25% in Q2 2026, buying an estimated $1.97M and bringing the position to 115,034 shares worth $10.1M. The position accounts for 5.35% of the portfolio, ranked #1.

FFG Retirement Advisors first reported a position in SPYM in Q4 2022 and has held it in 15 quarters since. The position peaked at $18.5M in Q1 2024. 334 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • FFG Retirement Advisors held 115,034 shares of State Street SPDR Portfolio S&P 500 ETF worth $10.1M as of Q2 2026.
  • FFG Retirement Advisors bought 23,052 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.97M.
  • State Street SPDR Portfolio S&P 500 ETF made up 5.35% of FFG Retirement Advisors's portfolio in Q2 2026, its #1 holding.
  • FFG Retirement Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • FFG Retirement Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $18.5M in Q1 2024.
  • 334 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on FFG Retirement Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.