Gilbert & Cook’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Gilbert & Cook’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	$4.07M	Buy	46,324 +1,554	+3%	+$133K	0.47%	17
2026 Q1	$3.43M	Buy	44,770 +3,572	+9%	+$286K	0.44%	21
2025 Q4	$3.3M	Buy	41,198 +2,428	+6%	+$193K	0.42%	20
2025 Q3	$3.04M	Buy	38,770 +387	+1%	+$29.2K	0.39%	22
2025 Q2	$2.79M	Buy	38,383 +3,418	+10%	+$230K	0.38%	24
2025 Q1	$2.3M	Buy	+34,965	New	+$2.42M	0.33%	26

Other funds holding SPYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

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

Gilbert & Cook's SPYM Position: Q2 2026 in Review

Gilbert & Cook increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.5% in Q2 2026, buying an estimated $133K and bringing the position to 46,324 shares worth $4.07M. The position accounts for 0.47% of the portfolio, ranked #17.

Gilbert & Cook first reported a position in SPYM in Q1 2025 and has held it in 6 quarters since. 947 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Gilbert & Cook held 46,324 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.07M as of Q2 2026.
Gilbert & Cook bought 1,554 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $133K.
State Street SPDR Portfolio S&P 500 ETF made up 0.47% of Gilbert & Cook's portfolio in Q2 2026, its #17 holding.
Gilbert & Cook first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
947 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Gilbert & Cook's 13F filing for Q2 2026, filed 28 Jul 2026.