International Assets Investment Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

International Assets Investment Management’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	$320K	Buy	3,647 +2,240	+159%	+$191K	0.02%	660
2026 Q1	$109K	Sell	1,407 -1,406	-50%	-$112K	0.01%	998
2025 Q4	$226K	Sell	2,813 -1,853	-40%	-$147K	0.02%	770
2025 Q3	$339K	Hold	4,666	–	–	0.03%	566
2025 Q2	$339K	Buy	4,666 +149	+3%	+$10K	0.03%	570
2025 Q1	$297K	Buy	4,517 +8	+0.2%	+$553	0.03%	575
2024 Q4	$310K	Buy	+4,509	New	+$313K	0.03%	558
2024 Q3	–	Sell	-3,504	Closed	-$224K	–	2547
2024 Q2	$224K	Buy	+3,504	New	+$216K	0.02%	653

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

International Assets Investment Management's SPYM Position: Q2 2026 in Review

International Assets Investment Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 159% in Q2 2026, buying an estimated $191K and bringing the position to 3,647 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #660.

International Assets Investment Management first reported a position in SPYM in Q2 2024 and has held it in 8 quarters since. The position peaked at $339K in Q2 2025. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

International Assets Investment Management held 3,647 shares of State Street SPDR Portfolio S&P 500 ETF worth $320K as of Q2 2026.
International Assets Investment Management bought 2,240 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $191K.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of International Assets Investment Management's portfolio in Q2 2026, its #660 holding.
International Assets Investment Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
International Assets Investment Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $339K in Q2 2025.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.