Howe & Rusling’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Howe & Rusling’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	$35.8K	Buy	407 +399	+4,988%	+$34K	﹤0.01%	395
2026 Q1	$628	Hold	8	–	–	﹤0.01%	470
2025 Q4	$657	Hold	8	–	–	﹤0.01%	472
2025 Q3	$640	Hold	8	–	–	﹤0.01%	448
2025 Q2	$592	Hold	8	–	–	﹤0.01%	463
2025 Q1	$534	Buy	+8	New	+$553	﹤0.01%	430
2024 Q4	–	Sell	-8	Closed	-$544	–	458
2024 Q3	$544	Hold	8	–	–	﹤0.01%	405
2024 Q2	$514	Buy	+8	New	+$493	﹤0.01%	360
2022 Q4	–	Sell	-6	Closed	–	–	922
2022 Q3	$0	Hold	6	–	–	﹤0.01%	1183
2022 Q2	$0	Hold	6	–	–	﹤0.01%	1154
2022 Q1	$0	Hold	6	–	–	﹤0.01%	1074
2021 Q4	$0	Hold	6	–	–	﹤0.01%	1062
2021 Q3	$0	Hold	6	–	–	﹤0.01%	1028
2021 Q2	$0	Buy	+6	New	+$294	﹤0.01%	1017

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

Howe & Rusling's SPYM Position: Q2 2026 in Review

Howe & Rusling increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4,988% in Q2 2026, buying an estimated $34K and bringing the position to 407 shares worth $35.8K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Howe & Rusling first reported a position in SPYM in Q2 2021 and has held it in 14 quarters since. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Howe & Rusling held 407 shares of State Street SPDR Portfolio S&P 500 ETF worth $35.8K as of Q2 2026.
Howe & Rusling bought 399 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $34K.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q2 2026, its #395 holding.
Howe & Rusling first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2021 and has held it in 14 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 Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.