Independent Advisor Alliance’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Independent Advisor Alliance’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	$29.9M	Sell	339,955 -4,139,143	-92%	-$353M	0.7%	21
2026 Q1	$343M	Buy	4,479,098 +4,198,866	+1,498%	+$336M	3.68%	2
2025 Q4	$22.5M	Buy	280,232 +83,862	+43%	+$6.67M	0.55%	24
2025 Q3	$15.4M	Buy	196,370 +11,776	+6%	+$888K	0.4%	35
2025 Q2	$13.4M	Buy	184,594 +65,226	+55%	+$4.39M	0.39%	41
2025 Q1	$7.85M	Sell	119,368 -2,947,578	-96%	-$204M	0.26%	69
2024 Q4	$211M	Buy	3,066,946 +2,922,219	+2,019%	+$203M	2.8%	3
2024 Q3	$9.77M	Buy	144,727 +31,260	+28%	+$2.03M	0.36%	49
2024 Q2	$7.26M	Buy	+113,467	New	+$6.99M	0.25%	75
2020 Q4	–	Sell	-6,154	Closed	-$239K	–	596
2020 Q3	$239K	Sell	6,154 -67,972	-92%	-$2.65M	0.02%	426
2020 Q2	$2.88M	Buy	74,126 +50,384	+212%	+$1.73M	0.31%	67
2020 Q1	$718K	Sell	23,742 -279,197	-92%	-$10M	0.1%	159
2019 Q4	$11.5M	Buy	302,939 +227,573	+302%	+$8.23M	0.5%	40
2019 Q3	$2.72M	Buy	75,366 +15,578	+26%	+$542K	0.33%	69
2019 Q2	$2K	Buy	+59,788	New	+$2.03M	﹤0.01%	415

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

Independent Advisor Alliance's SPYM Position: Q2 2026 in Review

Independent Advisor Alliance reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 92% in Q2 2026, selling an estimated $353M and leaving 339,955 shares worth $29.9M. The position accounts for 0.7% of the portfolio, ranked #21.

Independent Advisor Alliance first reported a position in SPYM in Q2 2019 and has held it in 15 quarters since. The position peaked at $343M in Q1 2026. 1,703 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Independent Advisor Alliance held 339,955 shares of State Street SPDR Portfolio S&P 500 ETF worth $29.9M as of Q2 2026.
Independent Advisor Alliance sold 4,139,143 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $353M.
State Street SPDR Portfolio S&P 500 ETF made up 0.7% of Independent Advisor Alliance's portfolio in Q2 2026, its #21 holding.
Independent Advisor Alliance first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2019 and has held it in 15 quarters since.
Independent Advisor Alliance's State Street SPDR Portfolio S&P 500 ETF position peaked at $343M in Q1 2026.
1,703 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.