FIA
SPYM

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

Foundations Investment 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 		$10.3M Sell
116,689
-2,308
-2% -$197K 0.11% 171
2026
Q1 		$9.11M Sell
118,997
-56,021
-32% -$4.48M 0.11% 164
2025
Q4 		$14M Sell
175,018
-21,386
-11% -$1.7M 0.18% 120
2025
Q3 		$15.4M Buy
196,404
+149,596
+320% +$11.3M 0.22% 105
2025
Q2 		$3.4M Sell
46,808
-1,674
-3% -$113K 0.05% 247
2025
Q1 		$3.19M Buy
48,482
+446
+0.9% +$30.8K 0.06% 243
2024
Q4 		$3.31M Sell
48,036
-8,461
-15% -$586K 0.06% 223
2024
Q3 		$3.81M Sell
56,497
-35
-0.1% -$2.28K 0.08% 204
2024
Q2 		$3.62M Buy
56,532
+9,125
+19% +$562K 0.09% 180
2024
Q1 		$2.92M Sell
47,407
-5,983
-11% -$350K 0.08% 198
2023
Q4 		$3.07M Sell
53,390
-26,288
-33% -$1.38M 0.08% 176
2023
Q3 		$4M Sell
79,678
-8,313
-9% -$435K 0.12% 137
2023
Q2 		$4.59M Buy
87,991
+61,074
+227% +$3.01M 0.15% 95
2023
Q1 		$1.3M Sell
26,917
-4,034
-13% -$189K 0.05% 204
2022
Q4 		$1.39M Buy
+30,951
New +$1.4M 0.06% 171
2018
Q4 		– Sell
-7,683
Closed -$262K – 126
2018
Q3 		$262K Sell
7,683
-211,239
-96% -$7.06M 0.06% 84
2018
Q2 		$6.98M Buy
+218,922
New +$6.95M 1.86% 16

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Foundations Investment Advisors's SPYM Position: Q2 2026 in Review

Foundations Investment Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.9% in Q2 2026, selling an estimated $197K and leaving 116,689 shares worth $10.3M. The position accounts for 0.11% of the portfolio, ranked #171.

Foundations Investment Advisors first reported a position in SPYM in Q2 2018 and has held it in 17 quarters since. The position peaked at $15.4M in Q3 2025. 1,720 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Foundations Investment Advisors held 116,689 shares of State Street SPDR Portfolio S&P 500 ETF worth $10.3M as of Q2 2026.
  • Foundations Investment Advisors sold 2,308 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $197K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.11% of Foundations Investment Advisors's portfolio in Q2 2026, its #171 holding.
  • Foundations Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2018 and has held it in 17 quarters since.
  • Foundations Investment Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $15.4M in Q3 2025.
  • 1,720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.