Global Financial Private Client’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Global Financial Private Client’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	$339K	Buy	3,857 +1,068	+38%	+$91.1K	0.09%	199
2026 Q1	$213K	Buy	+2,789	New	+$223K	0.07%	225
2021 Q2	–	Sell	-4,423	Closed	-$208K	–	610
2021 Q1	$208K	Sell	4,423 -2,944	-40%	-$134K	0.15%	111
2020 Q4	$324K	Sell	7,367 -2,003	-21%	-$83.5K	0.26%	79
2020 Q3	$371K	Sell	9,370 -5,136	-35%	-$200K	0.32%	67
2020 Q2	$529K	Buy	+14,506	New	+$499K	0.46%	54

Other funds holding SPYM

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

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 $112B AUM 36.28% 1-Year Est. Return

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

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Global Financial Private Client's SPYM Position: Q2 2026 in Review

Global Financial Private Client increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 38% in Q2 2026, buying an estimated $91.1K and bringing the position to 3,857 shares worth $339K. The position accounts for 0.09% of the portfolio, ranked #199.

Global Financial Private Client first reported a position in SPYM in Q2 2020 and has held it in 6 quarters since. The position peaked at $529K in Q2 2020. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Global Financial Private Client held 3,857 shares of State Street SPDR Portfolio S&P 500 ETF worth $339K as of Q2 2026.
Global Financial Private Client bought 1,068 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $91.1K.
State Street SPDR Portfolio S&P 500 ETF made up 0.09% of Global Financial Private Client's portfolio in Q2 2026, its #199 holding.
Global Financial Private Client first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2020 and has held it in 6 quarters since.
Global Financial Private Client's State Street SPDR Portfolio S&P 500 ETF position peaked at $529K in Q2 2020.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.