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

Fortitude Financial’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	$16.5M	Sell	188,087 -23,619	-11%	-$2.02M	14.85%	2
2026 Q1	$16.2M	Sell	211,706 -11,652	-5%	-$932K	8.57%	3
2025 Q4	$17.9M	Buy	+223,358	New	+$17.8M	15.2%	2
2025 Q2	–	Sell	-436,977	Closed	-$28.7M	–	48
2025 Q1	$28.7M	Buy	436,977 +220,281	+102%	+$15.2M	27.37%	1
2024 Q4	$14.9M	Buy	+216,696	New	+$15M	8.35%	3

Other funds holding SPYM

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

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

SFS

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Fortitude Financial's SPYM Position: Q2 2026 in Review

Fortitude Financial reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 11% in Q2 2026, selling an estimated $2.02M and leaving 188,087 shares worth $16.5M. The position accounts for 14.85% of the portfolio, ranked #2.

Fortitude Financial first reported a position in SPYM in Q4 2024 and has held it in 5 quarters since. The position peaked at $28.7M in Q1 2025. 334 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Fortitude Financial held 188,087 shares of State Street SPDR Portfolio S&P 500 ETF worth $16.5M as of Q2 2026.
Fortitude Financial sold 23,619 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.02M.
State Street SPDR Portfolio S&P 500 ETF made up 14.85% of Fortitude Financial's portfolio in Q2 2026, its #2 holding.
Fortitude Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 5 quarters since.
Fortitude Financial's State Street SPDR Portfolio S&P 500 ETF position peaked at $28.7M in Q1 2025.
334 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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