GIA
SPYM

Gladstone Institutional Advisory’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Gladstone Institutional Advisory’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 		$52.2M Buy
594,395
+663
+0.1% +$56.6K 1.65% 7
2026
Q1 		$45.4M Sell
593,732
-19,379
-3% -$1.55M 1.68% 8
2025
Q4 		$49.2M Sell
613,111
-28,839
-4% -$2.29M 1.86% 8
2025
Q3 		$50.3M Sell
641,950
-22,068
-3% -$1.66M 1.94% 6
2025
Q2 		$48.3M Buy
664,018
+1,276
+0.2% +$85.8K 1.99% 6
2025
Q1 		$43.6M Buy
662,742
+22,874
+4% +$1.58M 2.03% 6
2024
Q4 		$44.1M Buy
639,868
+111,528
+21% +$7.73M 2.05% 7
2024
Q3 		$35.7M Sell
528,340
-108,575
-17% -$7.06M 1.74% 8
2024
Q2 		$40.8M Buy
636,915
+15,042
+2% +$926K 2.12% 6
2024
Q1 		$38.3M Sell
621,873
-26,679
-4% -$1.56M 2.1% 5
2023
Q4 		$36.3M Sell
648,552
-44,793
-6% -$2.35M 2.03% 7
2023
Q3 		$34.8M Sell
693,345
-287,171
-29% -$15M 2.26% 6
2023
Q2 		$51.1M Buy
980,516
+438,101
+81% +$21.6M 3.11% 1
2023
Q1 		$26.1M Buy
542,415
+17,773
+3% +$834K 1.69% 8
2022
Q4 		$23.6M Buy
524,642
+252,553
+93% +$11.4M 1.67% 6
2022
Q3 		$11.4M Buy
272,089
+256,133
+1,605% +$12M 0.89% 17
2022
Q2 		$707K Buy
15,956
+2,805
+21% +$135K 0.06% 339
2022
Q1 		$699K Buy
13,151
+5,806
+79% +$304K 0.05% 362
2021
Q4 		$410K Buy
+7,345
New +$397K 0.03% 422

Other funds holding SPYM

GT
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gladstone Institutional Advisory's SPYM Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.11% in Q2 2026, buying an estimated $56.6K and bringing the position to 594,395 shares worth $52.2M. The position accounts for 1.65% of the portfolio, ranked #7.

Gladstone Institutional Advisory first reported a position in SPYM in Q4 2021 and has held it in 19 quarters since. 890 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Gladstone Institutional Advisory held 594,395 shares of State Street SPDR Portfolio S&P 500 ETF worth $52.2M as of Q2 2026.
  • Gladstone Institutional Advisory bought 663 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $56.6K.
  • State Street SPDR Portfolio S&P 500 ETF made up 1.65% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #7 holding.
  • Gladstone Institutional Advisory first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.