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

Insigneo Advisory Services’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	$5.21M	Buy	59,269 +26,843	+83%	+$2.29M	0.2%	80
2026 Q1	$2.48M	Buy	32,426 +6,019	+23%	+$481K	0.18%	108
2025 Q4	$2.12M	Buy	26,407 +435	+2%	+$34.6K	0.15%	119
2025 Q3	$2.03M	Sell	25,972 -400	-2%	-$30.2K	0.14%	116
2025 Q2	$1.92M	Buy	26,372 +1,626	+7%	+$109K	0.16%	117
2025 Q1	$1.63M	Buy	24,746 +2,606	+12%	+$180K	0.17%	119
2024 Q4	$1.53M	Buy	+22,140	New	+$1.53M	0.16%	123

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

USS Investment Management London, United Kingdom $27.8B AUM 39.41% 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 $123B AUM 45.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Insigneo Advisory Services's SPYM Position: Q2 2026 in Review

Insigneo Advisory Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 83% in Q2 2026, buying an estimated $2.29M and bringing the position to 59,269 shares worth $5.21M. The position accounts for 0.2% of the portfolio, ranked #80.

Insigneo Advisory Services first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. 1,736 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Insigneo Advisory Services held 59,269 shares of State Street SPDR Portfolio S&P 500 ETF worth $5.21M as of Q2 2026.
Insigneo Advisory Services bought 26,843 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.29M.
State Street SPDR Portfolio S&P 500 ETF made up 0.2% of Insigneo Advisory Services's portfolio in Q2 2026, its #80 holding.
Insigneo Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
1,736 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.