Fountainhead AM’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Fountainhead AM’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	$743K	Sell	8,452 -2,618	-24%	-$223K	0.55%	40
2026 Q1	$847K	Buy	11,070 +7,334	+196%	+$587K	0.76%	34
2025 Q4	$300K	Buy	3,736 +828	+28%	+$65.8K	0.44%	46
2025 Q3	$228K	Buy	2,908 +4	+0.1%	+$302	0.03%	210
2025 Q2	$211K	Buy	+2,904	New	+$195K	0.03%	200

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

Fountainhead AM's SPYM Position: Q2 2026 in Review

Fountainhead AM reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 24% in Q2 2026, selling an estimated $223K and leaving 8,452 shares worth $743K. The position accounts for 0.55% of the portfolio, ranked #40.

Fountainhead AM first reported a position in SPYM in Q2 2025 and has held it in 5 quarters since. The position peaked at $847K in Q1 2026. 1,715 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Fountainhead AM held 8,452 shares of State Street SPDR Portfolio S&P 500 ETF worth $743K as of Q2 2026.
Fountainhead AM sold 2,618 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $223K.
State Street SPDR Portfolio S&P 500 ETF made up 0.55% of Fountainhead AM's portfolio in Q2 2026, its #40 holding.
Fountainhead AM first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
Fountainhead AM's State Street SPDR Portfolio S&P 500 ETF position peaked at $847K in Q1 2026.
1,715 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.