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

Fiduciary Financial Group’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	$1.1M	Sell	12,537 -493	-4%	-$42.1K	0.12%	108
2026 Q1	$997K	Buy	13,030 +682	+6%	+$54.6K	0.13%	103
2025 Q4	$991K	Buy	12,348 +5,312	+75%	+$422K	0.14%	100
2025 Q3	$551K	Sell	7,036 -217	-3%	-$16.4K	0.09%	138
2025 Q2	$527K	Buy	7,253 +217	+3%	+$14.6K	0.1%	132
2025 Q1	$434K	Buy	7,036 +24	+0.3%	+$1.66K	0.09%	136
2024 Q4	$479K	Buy	7,012 +31	+0.4%	+$2.15K	0.1%	122
2024 Q3	$471K	Buy	6,981 +22	+0.3%	+$1.43K	0.11%	113
2024 Q2	$462K	Buy	+6,959	New	+$428K	0.11%	108

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 Financial Group's SPYM Position: Q2 2026 in Review

Fiduciary Financial Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.8% in Q2 2026, selling an estimated $42.1K and leaving 12,537 shares worth $1.1M. The position accounts for 0.12% of the portfolio, ranked #108.

Fiduciary Financial Group first reported a position in SPYM in Q2 2024 and has held it in 9 quarters since. 872 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Fiduciary Financial Group held 12,537 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.1M as of Q2 2026.
Fiduciary Financial Group sold 493 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $42.1K.
State Street SPDR Portfolio S&P 500 ETF made up 0.12% of Fiduciary Financial Group's portfolio in Q2 2026, its #108 holding.
Fiduciary Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
872 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.