IAAG
SPYM

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

Innovative Asset Advisors 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 		$248K Sell
2,819
-149
-5% -$12.7K 0.11% 152
2026
Q1 		$227K Buy
+2,968
New +$237K 0.13% 127

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Creative Planning
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Innovative Asset Advisors Group's SPYM Position: Q2 2026 in Review

Innovative Asset Advisors Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5% in Q2 2026, selling an estimated $12.7K and leaving 2,819 shares worth $248K. The position accounts for 0.11% of the portfolio, ranked #152.

Innovative Asset Advisors Group first reported a position in SPYM in Q1 2026 and has held it in 2 quarters since. 1,653 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Innovative Asset Advisors Group held 2,819 shares of State Street SPDR Portfolio S&P 500 ETF worth $248K as of Q2 2026.
  • Innovative Asset Advisors Group sold 149 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $12.7K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.11% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #152 holding.
  • Innovative Asset Advisors Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2026 and has held it in 2 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 Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.