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

Financial Advisory Partners’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	$3M	Buy	34,128 +2,452	+8%	+$209K	0.78%	41
2026 Q1	$2.42M	Buy	31,676 +2,752	+10%	+$220K	0.69%	47
2025 Q4	$2.32M	Buy	28,924 +1,581	+6%	+$126K	0.65%	47
2025 Q3	$2.14M	Sell	27,343 -1,180	-4%	-$89K	0.63%	47
2025 Q2	$2.07M	Buy	28,523 +1,710	+6%	+$115K	0.65%	46
2025 Q1	$1.76M	Sell	26,813 -2,177	-8%	-$151K	0.59%	48
2024 Q4	$2M	Buy	28,990 +636	+2%	+$44.1K	0.66%	47
2024 Q3	$1.91M	Sell	28,354 -685	-2%	-$44.5K	0.64%	47
2024 Q2	$1.86M	Sell	29,039 -375	-1%	-$23.1K	0.7%	47
2024 Q1	$1.81M	Buy	29,414 +659	+2%	+$38.6K	0.7%	47
2023 Q4	$1.61M	Buy	28,755 +1,047	+4%	+$54.9K	0.58%	50
2023 Q3	$1.39M	Buy	27,708 +1,417	+5%	+$74.1K	0.56%	52
2023 Q2	$1.37M	Buy	26,291 +1,823	+7%	+$90K	0.53%	52
2023 Q1	$1.18M	Buy	24,468 +2,517	+11%	+$118K	0.47%	52
2022 Q4	$987K	Buy	21,951 +1,007	+5%	+$45.5K	0.41%	53
2022 Q3	$879K	Buy	20,944 +5,813	+38%	+$271K	0.38%	53
2022 Q2	$671K	Buy	15,131 +1,512	+11%	+$72.9K	0.28%	58
2022 Q1	$724K	Buy	13,619 +6,351	+87%	+$333K	0.27%	60
2021 Q4	$406K	Buy	+7,268	New	+$392K	0.15%	63

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

Financial Advisory Partners's SPYM Position: Q2 2026 in Review

Financial Advisory Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 7.7% in Q2 2026, buying an estimated $209K and bringing the position to 34,128 shares worth $3M. The position accounts for 0.78% of the portfolio, ranked #41.

Financial Advisory Partners first reported a position in SPYM in Q4 2021 and has held it in 19 quarters since. 1,703 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Financial Advisory Partners held 34,128 shares of State Street SPDR Portfolio S&P 500 ETF worth $3M as of Q2 2026.
Financial Advisory Partners bought 2,452 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $209K.
State Street SPDR Portfolio S&P 500 ETF made up 0.78% of Financial Advisory Partners's portfolio in Q2 2026, its #41 holding.
Financial Advisory Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
1,703 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Financial Advisory Partners's 13F filing for Q2 2026, filed 20 Jul 2026.