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

Financial Guidance 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	$8.37M	Buy	95,230 +4,679	+5%	+$399K	3.13%	7
2026 Q1	$6.93M	Buy	90,551 +7,810	+9%	+$625K	2.79%	9
2025 Q4	$6.64M	Buy	82,741 +12,273	+17%	+$976K	2.72%	10
2025 Q3	$5.52M	Buy	70,468 +9,108	+15%	+$687K	2.48%	12
2025 Q2	$4.46M	Buy	61,360 +20,578	+50%	+$1.38M	2.17%	14
2025 Q1	$2.68M	Buy	40,782 +8,238	+25%	+$570K	1.45%	22
2024 Q4	$2.24M	Buy	32,544 +6,957	+27%	+$482K	1.23%	26
2024 Q3	$1.73M	Buy	25,587 +10,954	+75%	+$712K	1.01%	27
2024 Q2	$937K	Buy	+14,633	New	+$901K	0.58%	36

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

Financial Guidance Group's SPYM Position: Q2 2026 in Review

Financial Guidance Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.2% in Q2 2026, buying an estimated $399K and bringing the position to 95,230 shares worth $8.37M. The position accounts for 3.13% of the portfolio, ranked #7.

Financial Guidance Group first reported a position in SPYM in Q2 2024 and has held it in 9 quarters since. 889 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Financial Guidance Group held 95,230 shares of State Street SPDR Portfolio S&P 500 ETF worth $8.37M as of Q2 2026.
Financial Guidance Group bought 4,679 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $399K.
State Street SPDR Portfolio S&P 500 ETF made up 3.13% of Financial Guidance Group's portfolio in Q2 2026, its #7 holding.
Financial Guidance 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.
889 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.