FEG
SPYM

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

Financial Enhancement 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 		$54.7M Buy
622,276
+620
+0.1% +$52.9K 6.52% 1
2026
Q1 		$52M Sell
621,656
-22,313
-3% -$1.78M 6.44% 1
2025
Q4 		$51.9M Sell
643,969
-19,257
-3% -$1.53M 6.76% 1
2025
Q3 		$52.5M Sell
663,226
-19,574
-3% -$1.48M 7.05% 1
2025
Q2 		$50.1M Sell
682,800
-7,757
-1% -$522K 7.16% 1
2025
Q1 		$42.8M Buy
690,557
+2,098
+0.3% +$145K 6.68% 1
2024
Q4 		$47.1M Buy
688,459
+617,030
+864% +$42.8M 7.2% 1
2024
Q3 		$3.45M Sell
71,429
-626,045
-90% -$40.7M 0.67% 48
2024
Q2 		$44.5M Sell
697,474
-9,925
-1% -$611K 7.17% 1
2024
Q1 		$42.5M Buy
707,399
+10,239
+1% +$600K 6.98% 1
2023
Q4 		$38.7M Sell
697,160
-17,029
-2% -$892K 6.82% 1
2023
Q3 		$36.6M Sell
714,189
-3,117
-0.4% -$163K 7.04% 2
2023
Q2 		$38M Buy
717,306
+645,877
+904% +$31.9M 7.02% 1
2023
Q1 		$3.45M Buy
71,429
+10,943
+18% +$513K 0.67% 48
2022
Q4 		$2.92M Buy
60,486
+4,735
+8% +$214K 0.56% 54
2022
Q3 		$2.34M Buy
55,751
+4,975
+10% +$232K 0.54% 42
2022
Q2 		$2.25M Buy
50,776
+1,079
+2% +$52K 0.49% 42
2022
Q1 		$2.64M Sell
49,697
-1,523
-3% -$79.7K 0.49% 45
2021
Q4 		$2.86M Sell
51,220
-2,964
-5% -$160K 0.5% 38
2021
Q3 		$2.73M Buy
54,184
+7,513
+16% +$390K 0.52% 38
2021
Q2 		$2.35M Sell
46,671
-24,173
-34% -$1.19M 0.48% 42
2021
Q1 		$3.3M Sell
70,844
-10,078
-12% -$457K 0.67% 33
2020
Q4 		$3.56M Sell
80,922
-203,657
-72% -$8.49M 0.76% 33
2020
Q3 		$11.2M Buy
284,579
+32,447
+13% +$1.26M 2.6% 10
2020
Q2 		$9.14M Sell
252,132
-479,819
-66% -$16.5M 2.3% 14
2020
Q1 		$22.1M Sell
731,951
-307,681
-30% -$11M 6.58% 4
2019
Q4 		$39.3M Buy
1,039,632
+241,192
+30% +$8.72M 9.9% 1
2019
Q3 		$27.8M Buy
798,440
+198,701
+33% +$6.91M 7.51% 2
2019
Q2 		$20.7M Buy
599,739
+237,089
+65% +$8.04M 6.06% 2
2019
Q1 		$12.1M Buy
362,650
+73,659
+25% +$2.35M 3.67% 6
2018
Q4 		$9.85M Buy
288,991
+519
+0.2% +$16.4K 3.1% 8
2018
Q3 		$9.83M Buy
288,472
+32,133
+13% +$1.07M 3.09% 8
2018
Q2 		$8.17M Buy
256,339
+27,679
+12% +$878K 2.82% 9
2018
Q1 		$7.08M Buy
228,660
+205,827
+901% +$6.58M 2.5% 12
2017
Q4 		$715K Buy
+22,833
New +$697K 0.27% 56

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Creative Planning
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 Enhancement Group's SPYM Position: Q2 2026 in Review

Financial Enhancement Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.1% in Q2 2026, buying an estimated $52.9K and bringing the position to 622,276 shares worth $54.7M. The position accounts for 6.52% of the portfolio, ranked #1.

Financial Enhancement Group first reported a position in SPYM in Q4 2017 and has held it in 35 quarters since. 1,705 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Financial Enhancement Group held 622,276 shares of State Street SPDR Portfolio S&P 500 ETF worth $54.7M as of Q2 2026.
  • Financial Enhancement Group bought 620 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $52.9K.
  • State Street SPDR Portfolio S&P 500 ETF made up 6.52% of Financial Enhancement Group's portfolio in Q2 2026, its #1 holding.
  • Financial Enhancement Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2017 and has held it in 35 quarters since.
  • 1,705 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Financial Enhancement Group's 13F filing for Q2 2026, filed 7 Jul 2026.