First Trust Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

First Trust Advisors’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	$4.17M	Sell	47,450 -569	-1%	-$48.5K	﹤0.01%	1685
2026 Q1	$3.68M	Buy	48,019 +3,180	+7%	+$254K	﹤0.01%	1634
2025 Q4	$3.6M	Sell	44,839 -7,292	-14%	-$580K	﹤0.01%	1603
2025 Q3	$4.08M	Buy	52,131 +10,463	+25%	+$789K	﹤0.01%	1483
2025 Q2	$3.03M	Buy	41,668 +521	+1%	+$35K	﹤0.01%	1618
2025 Q1	$2.71M	Sell	41,147 -2,604	-6%	-$180K	﹤0.01%	1643
2024 Q4	$3.02M	Buy	+43,751	New	+$3.03M	﹤0.01%	1631

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

USS Investment Management London, United Kingdom $27.8B AUM 39.41% 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

First Trust Advisors's SPYM Position: Q2 2026 in Review

First Trust Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.2% in Q2 2026, selling an estimated $48.5K and leaving 47,450 shares worth $4.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1685.

First Trust Advisors first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. 1,736 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

First Trust Advisors held 47,450 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.17M as of Q2 2026.
First Trust Advisors sold 569 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $48.5K.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #1685 holding.
First Trust Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
1,736 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.