Great Lakes Retirement’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Great Lakes Retirement’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	$1.77M	Sell	20,111 -4,465	-18%	-$381K	0.16%	129
2026 Q1	$1.88M	Sell	24,576 -2,286	-9%	-$183K	0.19%	104
2025 Q4	$2.15M	Sell	26,862 -2,628	-9%	-$209K	0.22%	95
2025 Q3	$2.31M	Sell	29,490 -4,022	-12%	-$303K	0.25%	89
2025 Q2	$2.44M	Sell	33,512 -14,223	-30%	-$956K	0.29%	81
2025 Q1	$3.14M	Sell	47,735 -11,461	-19%	-$793K	0.41%	51
2024 Q4	$4.08M	Sell	59,196 -6,899	-10%	-$478K	0.53%	41
2024 Q3	$4.46M	Sell	66,095 -1,181	-2%	-$76.8K	0.57%	39
2024 Q2	$4.31M	Sell	67,276 -5,046	-7%	-$311K	0.59%	37
2024 Q1	$4.45M	Sell	72,322 -6,932	-9%	-$406K	0.66%	35
2023 Q4	$4.43M	Sell	79,254 -14,165	-15%	-$742K	0.73%	32
2023 Q3	$4.7M	Sell	93,419 -4,915	-5%	-$257K	0.85%	31
2023 Q2	$5.12M	Sell	98,334 -43,617	-31%	-$2.15M	0.91%	28
2023 Q1	$6.83M	Buy	+141,951	New	+$6.66M	1.29%	18

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

Great Lakes Retirement's SPYM Position: Q2 2026 in Review

Great Lakes Retirement reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 18% in Q2 2026, selling an estimated $381K and leaving 20,111 shares worth $1.77M. The position accounts for 0.16% of the portfolio, ranked #129.

Great Lakes Retirement first reported a position in SPYM in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.83M in Q1 2023. 888 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Great Lakes Retirement held 20,111 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.77M as of Q2 2026.
Great Lakes Retirement sold 4,465 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $381K.
State Street SPDR Portfolio S&P 500 ETF made up 0.16% of Great Lakes Retirement's portfolio in Q2 2026, its #129 holding.
Great Lakes Retirement first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
Great Lakes Retirement's State Street SPDR Portfolio S&P 500 ETF position peaked at $6.83M in Q1 2023.
888 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Great Lakes Retirement's 13F filing for Q2 2026, filed 30 Jul 2026.