Freestone Capital Holdings’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Freestone Capital Holdings’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	$514K	Buy	5,850 +2,406	+70%	+$205K	0.01%	380
2026 Q1	$264K	Sell	3,444 -301	-8%	-$24.1K	0.01%	467
2025 Q4	$300K	Buy	3,745 +940	+34%	+$74.8K	0.01%	422
2025 Q3	$220K	Buy	2,805 +4	+0.1%	+$302	0.01%	488
2025 Q2	$204K	Buy	+2,801	New	+$188K	0.01%	429

Other funds holding SPYM

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 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 $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Freestone Capital Holdings's SPYM Position: Q2 2026 in Review

Freestone Capital Holdings increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 70% in Q2 2026, buying an estimated $205K and bringing the position to 5,850 shares worth $514K. The position accounts for 0.01% of the portfolio, ranked #380.

Freestone Capital Holdings first reported a position in SPYM in Q2 2025 and has held it in 5 quarters since. 1,721 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Freestone Capital Holdings held 5,850 shares of State Street SPDR Portfolio S&P 500 ETF worth $514K as of Q2 2026.
Freestone Capital Holdings bought 2,406 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $205K.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #380 holding.
Freestone Capital Holdings first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
1,721 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.