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

Financial Security Advisor’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	$7.68M	Buy	87,337 +22,425	+35%	+$1.91M	1.25%	18
2026 Q1	$4.97M	Buy	64,912 +487	+0.8%	+$39K	0.91%	23
2025 Q4	$5.17M	Sell	64,425 -418	-0.6%	-$33.2K	1%	20
2025 Q3	$5.08M	Buy	64,843 +83	+0.1%	+$6.26K	1.08%	17
2025 Q2	$4.71M	Buy	64,760 +27	+0%	+$1.82K	1.08%	19
2025 Q1	$4.26M	Buy	64,733 +3,419	+6%	+$236K	1.08%	20
2024 Q4	$4.23M	Sell	61,314 -1,636	-3%	-$113K	1.07%	18
2024 Q3	$4.25M	Sell	62,950 -664	-1%	-$43.2K	1.06%	19
2024 Q2	$4.07M	Buy	63,614 +215	+0.3%	+$13.2K	1.36%	15
2024 Q1	$3.9M	Sell	63,399 -573	-0.9%	-$33.6K	1.36%	15
2023 Q4	$3.58M	Buy	63,972 +2,618	+4%	+$137K	1.41%	15
2023 Q3	$3.08M	Buy	+61,354	New	+$3.21M	1.42%	14

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 Security Advisor's SPYM Position: Q2 2026 in Review

Financial Security Advisor increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 35% in Q2 2026, buying an estimated $1.91M and bringing the position to 87,337 shares worth $7.68M. The position accounts for 1.25% of the portfolio, ranked #18.

Financial Security Advisor first reported a position in SPYM in Q3 2023 and has held it in 12 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Financial Security Advisor held 87,337 shares of State Street SPDR Portfolio S&P 500 ETF worth $7.68M as of Q2 2026.
Financial Security Advisor bought 22,425 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.91M.
State Street SPDR Portfolio S&P 500 ETF made up 1.25% of Financial Security Advisor's portfolio in Q2 2026, its #18 holding.
Financial Security Advisor first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.