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

Fiduciary 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	$515K	Buy	5,864 +18	+0.3%	+$1.54K	0.04%	219
2026 Q1	$447K	Buy	5,846 +1,808	+45%	+$145K	0.04%	221
2025 Q4	$324K	Buy	4,038 +95	+2%	+$7.55K	0.03%	246
2025 Q3	$309K	Buy	3,943 +237	+6%	+$17.9K	0.03%	249
2025 Q2	$269K	Buy	+3,706	New	+$249K	0.03%	254

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fiduciary Group's SPYM Position: Q2 2026 in Review

Fiduciary Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.31% in Q2 2026, buying an estimated $1.54K and bringing the position to 5,864 shares worth $515K. The position accounts for 0.04% of the portfolio, ranked #219.

Fiduciary Group first reported a position in SPYM in Q2 2025 and has held it in 5 quarters since. 1,720 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Fiduciary Group held 5,864 shares of State Street SPDR Portfolio S&P 500 ETF worth $515K as of Q2 2026.
Fiduciary Group bought 18 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.54K.
State Street SPDR Portfolio S&P 500 ETF made up 0.04% of Fiduciary Group's portfolio in Q2 2026, its #219 holding.
Fiduciary Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
1,720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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