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

Global Endowment 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	$2.19M	Buy	24,926 +12,012	+93%	+$1.02M	0.22%	39
2026 Q1	$988K	Buy	12,914 +1,183	+10%	+$94.6K	0.11%	54
2025 Q4	$941K	Buy	+11,731	New	+$933K	0.12%	57
2025 Q2	–	Sell	-123,634	Closed	-$8.13M	–	150
2025 Q1	$8.13M	Buy	123,634 +63,976	+107%	+$4.42M	1.06%	18
2024 Q4	$4.11M	Buy	+59,658	New	+$4.14M	0.53%	25

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Global Endowment Management's SPYM Position: Q2 2026 in Review

Global Endowment Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 93% in Q2 2026, buying an estimated $1.02M and bringing the position to 24,926 shares worth $2.19M. The position accounts for 0.22% of the portfolio, ranked #39.

Global Endowment Management first reported a position in SPYM in Q4 2024 and has held it in 5 quarters since. The position peaked at $8.13M in Q1 2025. 1,721 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Global Endowment Management held 24,926 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.19M as of Q2 2026.
Global Endowment Management bought 12,012 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.02M.
State Street SPDR Portfolio S&P 500 ETF made up 0.22% of Global Endowment Management's portfolio in Q2 2026, its #39 holding.
Global Endowment Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 5 quarters since.
Global Endowment Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $8.13M in Q1 2025.
1,721 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Global Endowment Management's 13F filing for Q2 2026, filed 14 Aug 2026.