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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$341K Buy
3,877
+197
+5% +$16.8K 0.15% 124
2026
Q1
$282K Buy
+3,680
New +$294K 0.14% 125

Other funds holding SPYM

Fortune Financial Advisors's SPYM Position: Q2 2026 in Review

Fortune Financial Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.4% in Q2 2026, buying an estimated $16.8K and bringing the position to 3,877 shares worth $341K. The position accounts for 0.15% of the portfolio, ranked #124.

Fortune Financial Advisors first reported a position in SPYM in Q1 2026 and has held it in 2 quarters since. 890 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Fortune Financial Advisors held 3,877 shares of State Street SPDR Portfolio S&P 500 ETF worth $341K as of Q2 2026.
  • Fortune Financial Advisors bought 197 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $16.8K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.15% of Fortune Financial Advisors's portfolio in Q2 2026, its #124 holding.
  • Fortune Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.