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

Focus Partners Wealth’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	$57.3M	Buy	652,358 +27,898	+4%	+$2.38M	0.06%	290
2026 Q1	$47.8M	Sell	624,460 -51,751	-8%	-$4.14M	0.05%	297
2025 Q4	$54.2M	Buy	676,211 +433,323	+178%	+$34.5M	0.06%	275
2025 Q3	$19M	Buy	242,888 +10,241	+4%	+$772K	0.03%	409
2025 Q2	$16.9M	Buy	232,647 +196,138	+537%	+$13.2M	0.04%	394
2025 Q1	$2.4M	Sell	36,509 -204,773	-85%	-$14.2M	0.01%	805
2024 Q4	$16.6M	Buy	241,282 +216,684	+881%	+$15M	0.04%	353
2024 Q3	$1.65M	Sell	24,598 -211,801	-90%	-$13.8M	0.01%	821
2024 Q2	$15.1M	Buy	236,399 +214,597	+984%	+$13.2M	0.05%	290
2024 Q1	$1.34M	Buy	21,802 +17,215	+375%	+$1.01M	0.01%	554
2023 Q4	$256K	Buy	+4,587	New	+$240K	﹤0.01%	701

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

Focus Partners Wealth's SPYM Position: Q2 2026 in Review

Focus Partners Wealth increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.5% in Q2 2026, buying an estimated $2.38M and bringing the position to 652,358 shares worth $57.3M. The position accounts for 0.06% of the portfolio, ranked #290.

Focus Partners Wealth first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. 1,732 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Focus Partners Wealth held 652,358 shares of State Street SPDR Portfolio S&P 500 ETF worth $57.3M as of Q2 2026.
Focus Partners Wealth bought 27,898 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.38M.
State Street SPDR Portfolio S&P 500 ETF made up 0.06% of Focus Partners Wealth's portfolio in Q2 2026, its #290 holding.
Focus Partners Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
1,732 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.