IFP Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

IFP Advisors’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	$55.6M	Buy	632,889 +93,035	+17%	+$7.94M	1%	10
2026 Q1	$41.3M	Sell	539,854 -11,585	-2%	-$927K	0.86%	12
2025 Q4	$44.2M	Sell	551,439 -21,354	-4%	-$1.7M	0.99%	11
2025 Q3	$44.9M	Buy	572,793 +11,361	+2%	+$857K	1.17%	8
2025 Q2	$40.8M	Buy	561,432 +10,661	+2%	+$717K	1.16%	8
2025 Q1	$36.2M	Buy	550,771 +22,319	+4%	+$1.54M	1.12%	7
2024 Q4	$36.4M	Sell	528,452 -2,237	-0.4%	-$155K	1.19%	7
2024 Q3	$35.8M	Buy	530,689 +77,359	+17%	+$5.03M	1.29%	5
2024 Q2	$29M	Buy	453,330 +61,549	+16%	+$3.79M	1.15%	7
2024 Q1	$24.1M	Buy	391,781 +33,624	+9%	+$1.97M	1.06%	10
2023 Q4	$20M	Sell	358,157 -48,561	-12%	-$2.54M	0.95%	12
2023 Q3	$20.4M	Buy	406,718 +31,638	+8%	+$1.65M	0.92%	11
2023 Q2	$19.5M	Buy	375,080 +2,173	+0.6%	+$107K	0.82%	18
2023 Q1	$12M	Sell	372,907 -186,217	-33%	-$8.74M	0.52%	38
2022 Q4	$18.1M	Sell	559,124 -84,185	-13%	-$3.8M	0.48%	29
2022 Q3	$20.9M	Buy	643,309 +31,990	+5%	+$1.49M	0.55%	23
2022 Q2	$19.8M	Hold	611,319	–	–	0.63%	17
2022 Q1	$19.8M	Buy	611,319 +227,970	+59%	+$11.9M	0.63%	17
2021 Q4	$21.4M	Buy	383,349 +38,653	+11%	+$2.09M	0.42%	26
2021 Q3	$17.4M	Buy	344,696 +44,964	+15%	+$2.33M	0.35%	30
2021 Q2	$15.1M	Buy	299,732 +64,277	+27%	+$3.15M	0.31%	28
2021 Q1	$11M	Buy	235,455 +63,629	+37%	+$2.89M	0.21%	41
2020 Q4	$7.56M	Sell	171,826 -11,922	-6%	-$497K	0.31%	53
2020 Q3	$7.22M	Buy	183,748 +58,277	+46%	+$2.27M	0.43%	44
2020 Q2	$4.5M	Buy	125,471 +22,878	+22%	+$787K	0.36%	59
2020 Q1	$3.15M	Sell	102,593 -48,316	-32%	-$1.73M	0.32%	69
2019 Q4	$5.72M	Sell	150,909 -47,648	-24%	-$1.72M	0.43%	46
2019 Q3	$6.88M	Buy	+198,557	New	+$6.9M	0.46%	45
2019 Q1	$1.26M	Sell	38,116 -4,486	-11%	-$143K	0.17%	124
2018 Q4	$1.23M	Buy	42,602 +25,735	+153%	+$812K	0.08%	294
2018 Q3	$575K	Buy	16,867 +5,710	+51%	+$191K	0.02%	624
2018 Q2	$356K	Buy	11,157 +10,820	+3,211%	+$343K	0.02%	804
2018 Q1	$11K	Hold	337	–	–	﹤0.01%	2742
2017 Q4	$11K	Buy	+337	New	+$10.3K	﹤0.01%	2781
2016 Q2	–	Sell	-152,464	Closed	-$1.26M	–	4057
2016 Q1	$1.26M	Buy	+152,464	New	+$3.47M	0.17%	124

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

IFP Advisors's SPYM Position: Q2 2026 in Review

IFP Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 17% in Q2 2026, buying an estimated $7.94M and bringing the position to 632,889 shares worth $55.6M. The position accounts for 1% of the portfolio, ranked #10.

IFP Advisors first reported a position in SPYM in Q1 2016 and has held it in 35 quarters since. 1,703 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

IFP Advisors held 632,889 shares of State Street SPDR Portfolio S&P 500 ETF worth $55.6M as of Q2 2026.
IFP Advisors bought 93,035 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $7.94M.
State Street SPDR Portfolio S&P 500 ETF made up 1% of IFP Advisors's portfolio in Q2 2026, its #10 holding.
IFP Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2016 and has held it in 35 quarters since.
1,703 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.