Grimes & Company’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Grimes & Company’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	$919K	Sell	10,459 -39,213	-79%	-$3.35M	0.02%	264
2026 Q1	$3.8M	Sell	49,672 -1,545	-3%	-$124K	0.11%	130
2025 Q4	$4.11M	Buy	51,217 +46,933	+1,096%	+$3.73M	0.1%	125
2025 Q3	$336K	Buy	4,284 +552	+15%	+$41.6K	0.01%	362
2025 Q2	$271K	Buy	3,732 +438	+13%	+$29.5K	0.01%	352
2025 Q1	$217K	Buy	3,294 +208	+7%	+$14.4K	0.01%	347
2024 Q4	$213K	Sell	3,086 -756	-20%	-$52.4K	0.01%	361
2024 Q3	$259K	Buy	3,842 +34	+0.9%	+$2.21K	0.01%	317
2024 Q2	$244K	Buy	+3,808	New	+$234K	0.01%	300

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

Grimes & Company's SPYM Position: Q2 2026 in Review

Grimes & Company reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 79% in Q2 2026, selling an estimated $3.35M and leaving 10,459 shares worth $919K. The position accounts for 0.02% of the portfolio, ranked #264.

Grimes & Company first reported a position in SPYM in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.11M in Q4 2025. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Grimes & Company held 10,459 shares of State Street SPDR Portfolio S&P 500 ETF worth $919K as of Q2 2026.
Grimes & Company sold 39,213 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $3.35M.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Grimes & Company's portfolio in Q2 2026, its #264 holding.
Grimes & Company first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
Grimes & Company's State Street SPDR Portfolio S&P 500 ETF position peaked at $4.11M in Q4 2025.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.