IFC & Insurance Marketing’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

IFC & Insurance Marketing’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	$3.21M	Sell	36,487 -691	-2%	-$59K	2.82%	10
2026 Q1	$2.85M	Sell	37,178 -3,722	-9%	-$298K	2.97%	10
2025 Q4	$3.28M	Buy	+40,900	New	+$3.25M	3.25%	8

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

IFC & Insurance Marketing's SPYM Position: Q2 2026 in Review

IFC & Insurance Marketing reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.9% in Q2 2026, selling an estimated $59K and leaving 36,487 shares worth $3.21M. The position accounts for 2.82% of the portfolio, ranked #10.

IFC & Insurance Marketing first reported a position in SPYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.28M in Q4 2025. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

IFC & Insurance Marketing held 36,487 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.21M as of Q2 2026.
IFC & Insurance Marketing sold 691 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $59K.
State Street SPDR Portfolio S&P 500 ETF made up 2.82% of IFC & Insurance Marketing's portfolio in Q2 2026, its #10 holding.
IFC & Insurance Marketing first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
IFC & Insurance Marketing's State Street SPDR Portfolio S&P 500 ETF position peaked at $3.28M in Q4 2025.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on IFC & Insurance Marketing's 13F filing for Q2 2026, filed 9 Jul 2026.