Glass Jacobson Investment Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Glass Jacobson Investment Advisors’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	$2.11K	Buy	+24	New	+$2.05K	﹤0.01%	544
2024 Q4	–	Sell	-277	Closed	-$18.7K	–	864
2024 Q3	$18.7K	Sell	277 -192	-41%	-$12.5K	0.01%	505
2024 Q2	$30K	Hold	469	–	–	0.01%	419
2024 Q1	$28.9K	Buy	469 +270	+136%	+$15.8K	0.01%	434
2023 Q4	$11.1K	Hold	199	–	–	﹤0.01%	512
2023 Q3	$10K	Sell	199 -1	-0.5%	-$52	﹤0.01%	498
2023 Q2	$10.4K	Buy	+200	New	+$9.87K	﹤0.01%	495

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

Glass Jacobson Investment Advisors's SPYM Position: Q2 2026 in Review

Glass Jacobson Investment Advisors opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 24 shares worth $2.11K. The stake represents ﹤0.01% of the portfolio and ranks #544 among its holdings. This is a return to the name: Glass Jacobson Investment Advisors previously reported a position in SPYM as recently as Q3 2024.

Glass Jacobson Investment Advisors first reported a position in SPYM in Q2 2023 and has held it in 7 quarters since. The position peaked at $30K in Q2 2024. 852 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Glass Jacobson Investment Advisors held 24 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.11K as of Q2 2026.
State Street SPDR Portfolio S&P 500 ETF was a new Glass Jacobson Investment Advisors position in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #544 holding.
Glass Jacobson Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 7 quarters since.
Glass Jacobson Investment Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $30K in Q2 2024.
852 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.