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

Independent Financial Group’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	$37.5M	Sell	427,208 -24,973	-6%	-$2.13M	0.7%	19
2026 Q1	$34.6M	Buy	452,181 +44,596	+11%	+$3.57M	0.78%	15
2025 Q4	$32.7M	Sell	407,585 -18,541	-4%	-$1.47M	0.73%	17
2025 Q3	$33.4M	Buy	426,126 +45,802	+12%	+$3.45M	0.8%	15
2025 Q2	$27.6M	Buy	380,324 +62,800	+20%	+$4.22M	0.76%	15
2025 Q1	$20.9M	Buy	317,524 +34,996	+12%	+$2.42M	0.72%	17
2024 Q4	$19.5M	Buy	282,528 +28,601	+11%	+$1.98M	0.65%	20
2024 Q3	$17.1M	Buy	253,927 +36,954	+17%	+$2.4M	0.63%	23
2024 Q2	$13.9M	Buy	216,973 +76,381	+54%	+$4.7M	0.56%	25
2024 Q1	$8.65M	Buy	140,592 +46,822	+50%	+$2.74M	0.4%	39
2023 Q4	$5.24M	Buy	93,770 +31,055	+50%	+$1.63M	0.28%	75
2023 Q3	$3.15M	Buy	62,715 +7,171	+13%	+$375K	0.21%	104
2023 Q2	$2.89M	Buy	55,544 +641	+1%	+$31.6K	0.2%	110
2023 Q1	$2.64M	Buy	54,903 +1,564	+3%	+$73.4K	0.21%	111
2022 Q4	$2.4M	Buy	53,339 +2,589	+5%	+$117K	0.21%	101
2022 Q3	$2.13M	Buy	+50,750	New	+$2.37M	0.19%	106

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Independent Financial Group's SPYM Position: Q2 2026 in Review

Independent Financial Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.5% in Q2 2026, selling an estimated $2.13M and leaving 427,208 shares worth $37.5M. The position accounts for 0.7% of the portfolio, ranked #19.

Independent Financial Group first reported a position in SPYM in Q3 2022 and has held it in 16 quarters since. 1,653 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Independent Financial Group held 427,208 shares of State Street SPDR Portfolio S&P 500 ETF worth $37.5M as of Q2 2026.
Independent Financial Group sold 24,973 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.13M.
State Street SPDR Portfolio S&P 500 ETF made up 0.7% of Independent Financial Group's portfolio in Q2 2026, its #19 holding.
Independent Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2022 and has held it in 16 quarters since.
1,653 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.