Foster & Motley’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Foster & Motley’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	$445K	Buy	5,059 +917	+22%	+$78.2K	0.02%	328
2026 Q1	$317K	Buy	+4,142	New	+$331K	0.02%	348

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

Foster & Motley's SPYM Position: Q2 2026 in Review

Foster & Motley increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 22% in Q2 2026, buying an estimated $78.2K and bringing the position to 5,059 shares worth $445K. The position accounts for 0.02% of the portfolio, ranked #328.

Foster & Motley first reported a position in SPYM in Q1 2026 and has held it in 2 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Foster & Motley held 5,059 shares of State Street SPDR Portfolio S&P 500 ETF worth $445K as of Q2 2026.
Foster & Motley bought 917 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $78.2K.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Foster & Motley's portfolio in Q2 2026, its #328 holding.
Foster & Motley first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Foster & Motley's 13F filing for Q2 2026, filed 7 Aug 2026.