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

Fortis Group 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	$8.15M	Buy	92,720 +1,297	+1%	+$111K	1.3%	16
2026 Q1	$7.73M	Sell	91,423 -63,780	-41%	-$5.1M	1.28%	15
2025 Q4	$12.6M	Sell	155,203 -84,108	-35%	-$6.69M	2.12%	9
2025 Q3	$19.2M	Sell	239,311 -20,535	-8%	-$1.55M	3.31%	5
2025 Q2	$19.3M	Buy	259,846 +158,670	+157%	+$10.7M	3.51%	5
2025 Q1	$6.65M	Sell	101,176 -52,628	-34%	-$3.64M	1.29%	19
2024 Q4	$10.6M	Buy	153,804 +4,289	+3%	+$297K	1.97%	10
2024 Q3	$10.1M	Sell	149,515 -70,603	-32%	-$4.59M	1.87%	12
2024 Q2	$14.1M	Buy	220,118 +170,436	+343%	+$10.5M	2.8%	7
2024 Q1	$3.06M	Buy	+49,682	New	+$2.91M	0.56%	48
2020 Q3	$1.89M	Buy	+48,085	New	+$1.87M	0.37%	35

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

Fortis Group Advisors's SPYM Position: Q2 2026 in Review

Fortis Group Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.4% in Q2 2026, buying an estimated $111K and bringing the position to 92,720 shares worth $8.15M. The position accounts for 1.3% of the portfolio, ranked #16.

Fortis Group Advisors first reported a position in SPYM in Q3 2020 and has held it in 11 quarters since. The position peaked at $19.3M in Q2 2025. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Fortis Group Advisors held 92,720 shares of State Street SPDR Portfolio S&P 500 ETF worth $8.15M as of Q2 2026.
Fortis Group Advisors bought 1,297 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $111K.
State Street SPDR Portfolio S&P 500 ETF made up 1.3% of Fortis Group Advisors's portfolio in Q2 2026, its #16 holding.
Fortis Group Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2020 and has held it in 11 quarters since.
Fortis Group Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $19.3M in Q2 2025.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.