GI
SPYM

Gradient Investments’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Gradient Investments’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 		$393M Buy
4,474,804
+276,367
+7% +$23.6M 5.43% 1
2026
Q1 		$321M Buy
4,198,437
+158,967
+4% +$12.7M 4.98% 1
2025
Q4 		$324M Buy
4,039,470
+289,798
+8% +$23M 5.14% 1
2025
Q3 		$294M Buy
3,749,672
+194,831
+5% +$14.7M 4.9% 1
2025
Q2 		$258M Buy
3,554,841
+107,537
+3% +$7.23M 4.72% 1
2025
Q1 		$227M Sell
3,447,304
-1,308,021
-28% -$90.5M 4.57% 1
2024
Q4 		$328M Buy
4,755,325
+1,460,710
+44% +$101M 6.64% 1
2024
Q3 		$222M Buy
3,294,615
+52,724
+2% +$3.43M 4.63% 1
2024
Q2 		$207M Sell
3,241,891
-377,821
-10% -$23.3M 4.66% 1
2024
Q1 		$223M Sell
3,619,712
-136,417
-4% -$7.99M 5.17% 1
2023
Q4 		$210M Buy
3,756,129
+87,951
+2% +$4.61M 5.08% 1
2023
Q3 		$184M Buy
3,668,178
+429,030
+13% +$22.4M 4.87% 2
2023
Q2 		$169M Sell
3,239,148
-43,464
-1% -$2.14M 4.35% 2
2023
Q1 		$158M Buy
3,282,612
+67,949
+2% +$3.19M 4.31% 2
2022
Q4 		$145M Buy
3,214,663
+26,543
+0.8% +$1.2M 4.56% 1
2022
Q3 		$134M Buy
3,188,120
+1,009,573
+46% +$47.1M 4.09% 4
2022
Q2 		$96.6M Buy
2,178,547
+67,171
+3% +$3.24M 2.82% 4
2022
Q1 		$112M Sell
2,111,376
-1,275,434
-38% -$66.8M 2.88% 5
2021
Q4 		$189M Buy
3,386,810
+399,627
+13% +$21.6M 4.79% 3
2021
Q3 		$151M Buy
2,987,183
+2,979,555
+39,061% +$155M 4.22% 3
2021
Q2 		$384K Sell
7,628
-74
-1% -$3.63K 0.01% 237
2021
Q1 		$359K Buy
7,702
+2,723
+55% +$123K 0.01% 246
2020
Q4 		$196K Hold
4,979
– – 0.01% 251
2020
Q3 		$196K Buy
4,979
+416
+9% +$16.2K 0.01% 251
2020
Q2 		$165K Sell
4,563
-315
-6% -$10.8K 0.01% 253
2020
Q1 		$148K Sell
4,878
-2,239
-31% -$80.3K 0.01% 247
2019
Q4 		$269K Sell
7,117
-419,747
-98% -$15.2M 0.01% 239
2019
Q3 		$14.9M Sell
426,864
-316,476
-43% -$11M 0.73% 23
2019
Q2 		$25.7M Sell
743,340
-16,644
-2% -$564K 1.32% 12
2019
Q1 		$25.3M Sell
759,984
-2,069,639
-73% -$66.1M 1.63% 11
2018
Q4 		$82.7M Buy
2,829,623
+367,089
+15% +$11.6M 4.96% 4
2018
Q3 		$83.9M Buy
2,462,534
+167,226
+7% +$5.59M 4.3% 4
2018
Q2 		$73.2M Buy
2,295,308
+259,169
+13% +$8.22M 3.91% 4
2018
Q1 		$63M Buy
2,036,139
+1,852,899
+1,011% +$59.3M 3.41% 5
2017
Q4 		$5.74M Buy
+183,240
New +$5.59M 0.33% 77

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
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
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Gradient Investments's SPYM Position: Q2 2026 in Review

Gradient Investments increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 6.6% in Q2 2026, buying an estimated $23.6M and bringing the position to 4,474,804 shares worth $393M. The position accounts for 5.43% of the portfolio, ranked #1.

Gradient Investments first reported a position in SPYM in Q4 2017 and has held it in 35 quarters since. 852 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Gradient Investments held 4,474,804 shares of State Street SPDR Portfolio S&P 500 ETF worth $393M as of Q2 2026.
  • Gradient Investments bought 276,367 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $23.6M.
  • State Street SPDR Portfolio S&P 500 ETF made up 5.43% of Gradient Investments's portfolio in Q2 2026, its #1 holding.
  • Gradient Investments first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2017 and has held it in 35 quarters since.
  • 852 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.