GSC
SPYM

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

G&S Capital’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 		$1.19M Buy
13,493
+1,388
+11% +$118K 0.34% 82
2026
Q1 		$926K Buy
12,105
+583
+5% +$46.6K 0.33% 84
2025
Q4 		$924K Buy
11,522
+724
+7% +$57.6K 0.33% 80
2025
Q3 		$846K Buy
+10,798
New +$815K 0.31% 81
2025
Q1 		– Sell
-9,695
Closed -$668K – 132
2024
Q4 		$668K Buy
+9,695
New +$672K 0.28% 89

Other funds holding SPYM

GI
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
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

G&S Capital's SPYM Position: Q2 2026 in Review

G&S Capital increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 11% in Q2 2026, buying an estimated $118K and bringing the position to 13,493 shares worth $1.19M. The position accounts for 0.34% of the portfolio, ranked #82.

G&S Capital first reported a position in SPYM in Q4 2024 and has held it in 5 quarters since. 334 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • G&S Capital held 13,493 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.19M as of Q2 2026.
  • G&S Capital bought 1,388 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $118K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.34% of G&S Capital's portfolio in Q2 2026, its #82 holding.
  • G&S Capital first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 5 quarters since.
  • 334 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on G&S Capital's 13F filing for Q2 2026, filed 10 Jul 2026.