Fulcrum Equity Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Fulcrum Equity Management’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	$2.49M	Buy	28,313 +9,524	+51%	+$813K	1.82%	8
2026 Q1	$1.44M	Buy	18,789 +4,031	+27%	+$322K	1.39%	14
2025 Q4	$1.18M	Sell	14,758 -264	-2%	-$21K	1.13%	20
2025 Q3	$1.18M	Buy	15,022 +1,911	+15%	+$144K	1.19%	17
2025 Q2	$953K	Sell	13,111 -8,659	-40%	-$582K	0.98%	24
2025 Q1	$1.43M	Sell	21,770 -4,029	-16%	-$279K	1.56%	14
2024 Q4	$1.78M	Sell	25,799 -1,436	-5%	-$99.5K	1.76%	10
2024 Q3	$1.84M	Sell	27,235 -5,557	-17%	-$361K	1.55%	8
2024 Q2	$2.1M	Buy	32,792 +27,400	+508%	+$1.69M	1.88%	5
2024 Q1	$332K	Sell	5,392 -1,693	-24%	-$99.2K	0.39%	83
2023 Q4	$396K	Buy	7,085 +377	+6%	+$19.8K	0.49%	53
2023 Q3	$337K	Buy	6,708 +1,009	+18%	+$52.8K	0.4%	64
2023 Q2	$297K	Sell	5,699 -257	-4%	-$12.7K	0.34%	74
2023 Q1	$287K	Sell	5,956 -659	-10%	-$30.9K	0.27%	69
2022 Q4	$298K	Sell	6,615 -405	-6%	-$18.3K	0.24%	55
2022 Q3	$295K	Buy	7,020 +7	+0.1%	+$327	0.25%	51
2022 Q2	$311K	Buy	7,013 +37	+0.5%	+$1.78K	0.25%	51
2022 Q1	$371K	Buy	6,976 +1,761	+34%	+$92.2K	0.22%	69
2021 Q4	$291K	Buy	+5,215	New	+$282K	0.11%	136
2019 Q4	–	Sell	-667	Closed	-$23K	–	208
2019 Q3	$23K	Buy	+667	New	+$23.2K	0.01%	117

Other funds holding SPYM

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fulcrum Equity Management's SPYM Position: Q2 2026 in Review

Fulcrum Equity Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 51% in Q2 2026, buying an estimated $813K and bringing the position to 28,313 shares worth $2.49M. The position accounts for 1.82% of the portfolio, ranked #8.

Fulcrum Equity Management first reported a position in SPYM in Q3 2019 and has held it in 20 quarters since. 890 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Fulcrum Equity Management held 28,313 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.49M as of Q2 2026.
Fulcrum Equity Management bought 9,524 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $813K.
State Street SPDR Portfolio S&P 500 ETF made up 1.82% of Fulcrum Equity Management's portfolio in Q2 2026, its #8 holding.
Fulcrum Equity Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2019 and has held it in 20 quarters since.
890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.