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

Fiduciary Advisors Inc’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	$13.4K	Hold	152	–	–	0.01%	87
2026 Q1	$11.7K	Hold	152	–	–	0.01%	85
2025 Q4	$12.2K	Sell	152 -1,525	-91%	-$121K	0.01%	86
2025 Q3	$131K	Buy	1,677 +1,525	+1,003%	+$115K	0.11%	44
2025 Q2	$11.1K	Hold	152	–	–	0.01%	76
2025 Q1	$10K	Hold	152	–	–	0.01%	77
2024 Q4	$10.5K	Buy	+152	New	+$10.5K	0.01%	78

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

Fiduciary Advisors Inc's SPYM Position: Q2 2026 in Review

Fiduciary Advisors Inc held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 152 shares worth $13.4K. The position accounts for 0.01% of the portfolio, ranked #87.

Fiduciary Advisors Inc first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $131K in Q3 2025. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Fiduciary Advisors Inc held 152 shares of State Street SPDR Portfolio S&P 500 ETF worth $13.4K as of Q2 2026.
Fiduciary Advisors Inc 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 Fiduciary Advisors Inc's portfolio in Q2 2026, its #87 holding.
Fiduciary Advisors Inc first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Fiduciary Advisors Inc's State Street SPDR Portfolio S&P 500 ETF position peaked at $131K in Q3 2025.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q2 2026, filed 24 Jul 2026.