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

Financial Insights’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	$47.7M	Buy	542,614 +7,183	+1%	+$613K	12.55%	1
2026 Q1	$41M	Buy	535,431 +51,318	+11%	+$4.1M	13.28%	1
2025 Q4	$38.8M	Buy	484,113 +17,701	+4%	+$1.41M	13.02%	1
2025 Q3	$36.5M	Buy	466,412 +24,265	+5%	+$1.83M	12.1%	1
2025 Q2	$32.1M	Buy	442,147 +49,523	+13%	+$3.33M	11.74%	1
2025 Q1	$25.8M	Buy	392,624 +32,753	+9%	+$2.27M	10.28%	2
2024 Q4	$24.8M	Sell	359,871 -29,856	-8%	-$2.07M	9.21%	1
2024 Q3	$26.3M	Sell	389,727 -89,522	-19%	-$5.82M	8.31%	2
2024 Q2	$30.7M	Buy	479,249 +70,387	+17%	+$4.33M	8.52%	2
2024 Q1	$25.2M	Buy	408,862 +141,331	+53%	+$8.28M	7.02%	2
2023 Q4	$15M	Buy	267,531 +88,228	+49%	+$4.62M	4.68%	5
2023 Q3	$8.82M	Buy	+179,303	New	+$9.38M	3.15%	8

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 Insights's SPYM Position: Q2 2026 in Review

Financial Insights increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.3% in Q2 2026, buying an estimated $613K and bringing the position to 542,614 shares worth $47.7M. The position accounts for 12.55% of the portfolio, ranked #1.

Financial Insights first reported a position in SPYM in Q3 2023 and has held it in 12 quarters since. 1,721 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Financial Insights held 542,614 shares of State Street SPDR Portfolio S&P 500 ETF worth $47.7M as of Q2 2026.
Financial Insights bought 7,183 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $613K.
State Street SPDR Portfolio S&P 500 ETF made up 12.55% of Financial Insights's portfolio in Q2 2026, its #1 holding.
Financial Insights first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2023 and has held it in 12 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 Insights's 13F filing for Q2 2026, filed 25 Aug 2026.