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

Focus Financial Network’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	$24.5M	Buy	278,605 +65,521	+31%	+$5.59M	0.76%	24
2026 Q1	$16.3M	Sell	213,084 -35,470	-14%	-$2.84M	0.58%	35
2025 Q4	$19.9M	Buy	248,554 +21,858	+10%	+$1.74M	0.69%	28
2025 Q3	$17.8M	Sell	226,696 -5,278	-2%	-$398K	0.63%	28
2025 Q2	$16.9M	Sell	231,974 -104,955	-31%	-$7.06M	0.67%	28
2025 Q1	$22.2M	Sell	336,929 -10,779	-3%	-$746K	0.91%	21
2024 Q4	$24M	Buy	347,708 +21,364	+7%	+$1.48M	0.95%	20
2024 Q3	$22M	Sell	326,344 -41,894	-11%	-$2.72M	0.9%	21
2024 Q2	$24.1M	Sell	368,238 -46,182	-11%	-$2.84M	1.03%	19
2024 Q1	$24.4M	Sell	414,420 -276,184	-40%	-$16.2M	1.19%	14
2023 Q4	$38.6M	Buy	690,604 +177,977	+35%	+$9.32M	1.45%	11
2023 Q3	$25.8M	Buy	512,627 +66,014	+15%	+$3.45M	1.45%	13
2023 Q2	$23.3M	Buy	446,613 +9,777	+2%	+$483K	1.29%	13
2023 Q1	$21M	Buy	436,836 +8,597	+2%	+$403K	1.31%	13
2022 Q4	$19.3M	Sell	428,239 -17,852	-4%	-$807K	1.57%	12
2022 Q3	$18.7M	Buy	446,091 +28,006	+7%	+$1.31M	1.62%	12
2022 Q2	$18.5M	Buy	418,085 +39,351	+10%	+$1.9M	1.53%	12
2022 Q1	$20.1M	Buy	+378,734	New	+$19.8M	1.4%	13
2021 Q1	–	Sell	-281,752	Closed	-$12.4M	–	526
2020 Q4	$12.4M	Buy	281,752 +81,630	+41%	+$3.4M	1.1%	17
2020 Q3	$7.87M	Buy	200,122 +63,680	+47%	+$2.48M	0.73%	30
2020 Q2	$4.95M	Buy	+136,442	New	+$4.69M	0.55%	43

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

Focus Financial Network's SPYM Position: Q2 2026 in Review

Focus Financial Network increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 31% in Q2 2026, buying an estimated $5.59M and bringing the position to 278,605 shares worth $24.5M. The position accounts for 0.76% of the portfolio, ranked #24.

Focus Financial Network first reported a position in SPYM in Q2 2020 and has held it in 21 quarters since. The position peaked at $38.6M in Q4 2023. 889 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Focus Financial Network held 278,605 shares of State Street SPDR Portfolio S&P 500 ETF worth $24.5M as of Q2 2026.
Focus Financial Network bought 65,521 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $5.59M.
State Street SPDR Portfolio S&P 500 ETF made up 0.76% of Focus Financial Network's portfolio in Q2 2026, its #24 holding.
Focus Financial Network first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2020 and has held it in 21 quarters since.
Focus Financial Network's State Street SPDR Portfolio S&P 500 ETF position peaked at $38.6M in Q4 2023.
889 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.