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

Frisch Financial Group’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	$403K	Sell	4,582 -98	-2%	-$8.36K	0.07%	125
2026 Q1	$358K	Buy	4,680 +9	+0.2%	+$720	0.07%	120
2025 Q4	$375K	Sell	4,671 -780	-14%	-$62K	0.08%	108
2025 Q3	$427K	Buy	5,451 +801	+17%	+$60.4K	0.1%	99
2025 Q2	$338K	Sell	4,650 -590	-11%	-$39.7K	0.08%	101
2025 Q1	$345K	Buy	5,240 +13	+0.2%	+$899	0.1%	91
2024 Q4	$360K	Sell	5,227 -65	-1%	-$4.5K	0.11%	86
2024 Q3	$357K	Buy	5,292 +1,734	+49%	+$113K	0.11%	84
2024 Q2	$228K	Buy	3,558 +11	+0.3%	+$677	0.07%	122
2024 Q1	$218K	Buy	+3,547	New	+$208K	0.07%	116
2023 Q3	–	Sell	-4,448	Closed	-$232K	–	124
2023 Q2	$232K	Sell	4,448 -277	-6%	-$13.7K	0.11%	101
2023 Q1	$228K	Sell	4,725 -1,182	-20%	-$55.5K	0.09%	107
2022 Q4	$266K	Sell	5,907 -619	-9%	-$28K	0.1%	104
2022 Q3	$274K	Sell	6,526 -1,666	-20%	-$77.8K	0.12%	90
2022 Q2	$363K	Buy	8,192 +730	+10%	+$35.2K	0.14%	78
2022 Q1	$396K	Sell	7,462 -520	-7%	-$27.2K	0.13%	91
2021 Q4	$446K	Sell	7,982 -253	-3%	-$13.7K	0.14%	89
2021 Q3	$416K	Sell	8,235 -140	-2%	-$7.26K	0.14%	87
2021 Q2	$422K	Sell	8,375 -102	-1%	-$5.01K	0.13%	87
2021 Q1	$395K	Sell	8,477 -68	-0.8%	-$3.08K	0.13%	88
2020 Q4	$376K	Buy	8,545 +28	+0.3%	+$1.17K	0.14%	78
2020 Q3	$335K	Buy	8,517 +34	+0.4%	+$1.32K	0.15%	72
2020 Q2	$308K	Sell	8,483 -119	-1%	-$4.09K	0.15%	68
2020 Q1	$260K	Sell	8,602 -116	-1%	-$4.16K	0.15%	81
2019 Q4	$330K	Sell	8,718 -5,168	-37%	-$187K	0.16%	78
2019 Q3	$484K	Sell	13,886 -916	-6%	-$31.8K	0.29%	54
2019 Q2	$511K	Sell	14,802 -482	-3%	-$16.3K	0.34%	48
2019 Q1	$508K	Sell	15,284 -21,199	-58%	-$677K	0.31%	57
2018 Q4	$1.07M	Buy	+36,483	New	+$1.15M	0.75%	32

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

Frisch Financial Group's SPYM Position: Q2 2026 in Review

Frisch Financial Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.1% in Q2 2026, selling an estimated $8.36K and leaving 4,582 shares worth $403K. The position accounts for 0.07% of the portfolio, ranked #125.

Frisch Financial Group first reported a position in SPYM in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.07M in Q4 2018. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Frisch Financial Group held 4,582 shares of State Street SPDR Portfolio S&P 500 ETF worth $403K as of Q2 2026.
Frisch Financial Group sold 98 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $8.36K.
State Street SPDR Portfolio S&P 500 ETF made up 0.07% of Frisch Financial Group's portfolio in Q2 2026, its #125 holding.
Frisch Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2018 and has held it in 29 quarters since.
Frisch Financial Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.07M in Q4 2018.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Frisch Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.