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

Fiduciary Alliance’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	$40.8M	Buy	464,592 +29,906	+7%	+$2.55M	2.76%	2
2026 Q1	$35.8M	Buy	434,686 +391,036	+896%	+$31.3M	2.16%	6
2025 Q4	$3.5M	Buy	43,650 +32,596	+295%	+$2.59M	0.23%	105
2025 Q3	$866K	Buy	11,054 +1,975	+22%	+$149K	0.06%	257
2025 Q2	$660K	Buy	+9,079	New	+$611K	0.05%	281
2024 Q1	–	Sell	-5,280	Closed	-$295K	–	206
2023 Q4	$295K	Sell	5,280 -546	-9%	-$28.6K	0.06%	146
2023 Q3	$293K	Buy	5,826 +589	+11%	+$30.8K	0.07%	138
2023 Q2	$273K	Buy	+5,237	New	+$258K	0.06%	134
2023 Q1	–	Sell	-1,099	Closed	-$49.4K	–	765
2022 Q4	$49.4K	Buy	+1,099	New	+$49.7K	0.01%	226

Other funds holding SPYM

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

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fiduciary Alliance's SPYM Position: Q2 2026 in Review

Fiduciary Alliance increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 6.9% in Q2 2026, buying an estimated $2.55M and bringing the position to 464,592 shares worth $40.8M. The position accounts for 2.76% of the portfolio, ranked #2.

Fiduciary Alliance first reported a position in SPYM in Q4 2022 and has held it in 9 quarters since. 890 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Fiduciary Alliance held 464,592 shares of State Street SPDR Portfolio S&P 500 ETF worth $40.8M as of Q2 2026.
Fiduciary Alliance bought 29,906 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.55M.
State Street SPDR Portfolio S&P 500 ETF made up 2.76% of Fiduciary Alliance's portfolio in Q2 2026, its #2 holding.
Fiduciary Alliance first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 9 quarters since.
890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.