GVAG
SPYM

Great Valley Advisor Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Great Valley Advisor Group’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 		$146M Sell
1,659,104
-23,365
-1% -$1.99M 2.3% 2
2026
Q1 		$129M Sell
1,682,469
-4,678
-0.3% -$374K 2.34% 2
2025
Q4 		$135M Sell
1,687,147
-2,144
-0.1% -$171K 2.6% 2
2025
Q3 		$132M Buy
1,689,291
+102,028
+6% +$7.7M 2.65% 2
2025
Q2 		$115M Buy
1,587,263
+293,516
+23% +$19.7M 2.56% 2
2025
Q1 		$85.1M Buy
1,293,747
+417,132
+48% +$28.9M 1.83% 5
2024
Q4 		$60.4M Buy
876,615
+111,228
+15% +$7.71M 1.35% 12
2024
Q3 		$51.7M Buy
765,387
+5,444
+0.7% +$354K 1.27% 11
2024
Q2 		$48.6M Sell
759,943
-316,183
-29% -$19.5M 1.36% 10
2024
Q1 		$66.2M Buy
1,076,126
+75,529
+8% +$4.42M 2.01% 5
2023
Q4 		$55.9M Buy
1,000,597
+186,070
+23% +$9.75M 1.96% 4
2023
Q3 		$40.9M Buy
814,527
+5,238
+0.6% +$274K 1.7% 7
2023
Q2 		$42.2M Buy
809,289
+256,416
+46% +$12.7M 1.77% 7
2023
Q1 		$26.6M Sell
552,873
-66,301
-11% -$3.11M 1.24% 11
2022
Q4 		$27.9M Sell
619,174
-16,923
-3% -$765K 1.42% 8
2022
Q3 		$26.7M Sell
636,097
-126,280
-17% -$5.9M 1.5% 8
2022
Q2 		$33.8M Buy
762,377
+8,388
+1% +$404K 1.86% 4
2022
Q1 		$40.1M Buy
753,989
+83,143
+12% +$4.35M 2.34% 2
2021
Q4 		$37.4M Buy
670,846
+39,190
+6% +$2.12M 2.31% 3
2021
Q3 		$31.9M Buy
631,656
+39,161
+7% +$2.03M 2.2% 3
2021
Q2 		$29.8M Buy
592,495
+53,313
+10% +$2.62M 2.2% 5
2021
Q1 		$25.1M Buy
539,182
+43,690
+9% +$1.98M 2.42% 6
2020
Q4 		$21.8M Buy
495,492
+12,008
+2% +$501K 2.25% 6
2020
Q3 		$19M Buy
483,484
+46,718
+11% +$1.82M 2.34% 6
2020
Q2 		$15.8M Buy
436,766
+191,029
+78% +$6.57M 2.59% 3
2020
Q1 		$7.43M Buy
+245,737
New +$8.82M 1.97% 5

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Creative Planning
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

Great Valley Advisor Group's SPYM Position: Q2 2026 in Review

Great Valley Advisor Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.4% in Q2 2026, selling an estimated $1.99M and leaving 1,659,104 shares worth $146M. The position accounts for 2.3% of the portfolio, ranked #2.

Great Valley Advisor Group first reported a position in SPYM in Q1 2020 and has held it in 26 quarters since. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Great Valley Advisor Group held 1,659,104 shares of State Street SPDR Portfolio S&P 500 ETF worth $146M as of Q2 2026.
  • Great Valley Advisor Group sold 23,365 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.99M.
  • State Street SPDR Portfolio S&P 500 ETF made up 2.3% of Great Valley Advisor Group's portfolio in Q2 2026, its #2 holding.
  • Great Valley Advisor Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.