IFG Advisory’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

IFG Advisory’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 Q1	$13.1K	Sell	171 -298,553	-100%	-$23.9M	0.04%	233
2025 Q4	$24M	Buy	298,724 +874	+0.3%	+$69.5K	1.04%	12
2025 Q3	$23.3M	Sell	297,850 -3,905	-1%	-$295K	1.06%	11
2025 Q2	$21.9M	Sell	301,755 -16,665	-5%	-$1.12M	1.1%	12
2025 Q1	$20.9M	Sell	318,420 -1,249	-0.4%	-$86.4K	1.16%	11
2024 Q4	$21.4M	Buy	319,669 +10,179	+3%	+$706K	1.21%	12
2024 Q3	$20.9M	Sell	309,490 -64,339	-17%	-$4.18M	1.33%	11
2024 Q2	$23.9M	Buy	373,829 +59,230	+19%	+$3.65M	1.53%	9
2024 Q1	$19.4M	Buy	314,599 +206,487	+191%	+$12.1M	1.44%	11
2023 Q4	$6.04M	Buy	108,112 +17,264	+19%	+$904K	0.44%	48
2023 Q3	$4.57M	Buy	90,848 +34,753	+62%	+$1.82M	0.38%	58
2023 Q2	$2.92M	Buy	56,095 +18,816	+50%	+$929K	0.26%	113
2023 Q1	$1.8M	Sell	37,279 -28,266	-43%	-$1.33M	0.17%	153
2022 Q4	$2.95M	Sell	65,545 -4,601	-7%	-$208K	0.29%	83
2022 Q3	$2.94M	Buy	70,146 +13,536	+24%	+$632K	0.27%	82
2022 Q2	$2.51M	Buy	56,610 +6,755	+14%	+$326K	0.27%	82
2022 Q1	$2.65M	Buy	49,855 +84	+0.2%	+$4.4K	0.27%	89
2021 Q4	$2.78M	Buy	49,771 +1,626	+3%	+$87.8K	0.27%	82
2021 Q3	$2.43M	Buy	48,145 +3,228	+7%	+$167K	0.26%	88
2021 Q2	$2.26M	Buy	44,917 +14,818	+49%	+$727K	0.25%	95
2021 Q1	$1.4M	Buy	+30,099	New	+$1.36M	0.17%	140

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IFG Advisory's SPYM Position: Q1 2026 in Review

IFG Advisory reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 100% in Q1 2026, selling an estimated $23.9M and leaving 171 shares worth $13.1K. The position accounts for 0.04% of the portfolio, ranked #233.

IFG Advisory first reported a position in SPYM in Q1 2021 and has held it in 21 quarters since. The position peaked at $24M in Q4 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

IFG Advisory held 171 shares of State Street SPDR Portfolio S&P 500 ETF worth $13.1K as of Q1 2026.
IFG Advisory sold 298,553 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $23.9M.
State Street SPDR Portfolio S&P 500 ETF made up 0.04% of IFG Advisory's portfolio in Q1 2026, its #233 holding.
IFG Advisory first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2021 and has held it in 21 quarters since.
IFG Advisory's State Street SPDR Portfolio S&P 500 ETF position peaked at $24M in Q4 2025.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.