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

Financial Gravity Companies’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	$214K	Buy	+2,434	New	+$208K	0.03%	158
2025 Q2	$182K	Buy	+2,509	New	+$169K	0.04%	164
2024 Q4	$147K	Sell	2,136 -180	-8%	-$12.5K	0.03%	163
2024 Q3	$156K	Buy	+2,316	New	+$151K	0.04%	107

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

Financial Gravity Companies's SPYM Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 2,434 shares worth $214K. The stake represents 0.03% of the portfolio and ranks #158 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SPYM as recently as Q2 2025.

Financial Gravity Companies first reported a position in SPYM in Q3 2024 and has held it in 4 quarters since. 1,721 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Financial Gravity Companies held 2,434 shares of State Street SPDR Portfolio S&P 500 ETF worth $214K as of Q2 2026.
State Street SPDR Portfolio S&P 500 ETF was a new Financial Gravity Companies position in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.03% of Financial Gravity Companies's portfolio in Q2 2026, its #158 holding.
Financial Gravity Companies first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and has held it in 4 quarters since.
1,721 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.