HORAN Wealth’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

HORAN Wealth’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	$2.73M	Buy	31,039 +3,393	+12%	+$289K	0.34%	53
2026 Q1	$2.22M	Hold	27,646	–	–	0.21%	65
2025 Q4	$2.22M	Buy	27,646 +1,132	+4%	+$90K	0.34%	53
2025 Q3	$2.08M	Buy	+26,514	New	+$2M	0.33%	55

Other funds holding SPYM

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 $123B AUM 45.23% 1-Year Est. Return

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

HORAN Wealth's SPYM Position: Q2 2026 in Review

HORAN Wealth increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 12% in Q2 2026, buying an estimated $289K and bringing the position to 31,039 shares worth $2.73M. The position accounts for 0.34% of the portfolio, ranked #53.

HORAN Wealth first reported a position in SPYM in Q3 2025 and has held it in 4 quarters since. 1,725 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

HORAN Wealth held 31,039 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.73M as of Q2 2026.
HORAN Wealth bought 3,393 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $289K.
State Street SPDR Portfolio S&P 500 ETF made up 0.34% of HORAN Wealth's portfolio in Q2 2026, its #53 holding.
HORAN Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
1,725 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on HORAN Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.