Fisher Asset Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Fisher Asset Management’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	$1.36M	Buy	15,505 +8,457	+120%	+$722K	﹤0.01%	663
2026 Q1	$540K	Buy	7,048 +1,370	+24%	+$110K	﹤0.01%	777
2025 Q4	$456K	Sell	5,678 -2,416	-30%	-$192K	﹤0.01%	794
2025 Q3	$634K	Sell	8,094 -3,781	-32%	-$285K	﹤0.01%	745
2025 Q2	$863K	Sell	11,875 -5,576	-32%	-$375K	﹤0.01%	711
2025 Q1	$1.15M	Buy	17,451 +9,520	+120%	+$658K	﹤0.01%	658
2024 Q4	$547K	Buy	+7,931	New	+$550K	﹤0.01%	765
2024 Q3	–	Sell	-10,166	Closed	-$651K	–	1008
2024 Q2	$651K	Buy	+10,166	New	+$626K	﹤0.01%	742

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

Fisher Asset Management's SPYM Position: Q2 2026 in Review

Fisher Asset Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 120% in Q2 2026, buying an estimated $722K and bringing the position to 15,505 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Fisher Asset Management first reported a position in SPYM in Q2 2024 and has held it in 8 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Fisher Asset Management held 15,505 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.36M as of Q2 2026.
Fisher Asset Management bought 8,457 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $722K.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Fisher Asset Management's portfolio in Q2 2026, its #663 holding.
Fisher Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 8 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 Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.