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

Intrua Financial’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	$84.5M	Sell	961,927 -7,635	-0.8%	-$651K	7.75%	1
2026 Q1	$74.2M	Sell	969,562 -13,743	-1%	-$1.1M	7.66%	1
2025 Q4	$78.9M	Buy	983,305 +63,766	+7%	+$5.07M	8.32%	1
2025 Q3	$72M	Buy	919,539 +19,775	+2%	+$1.49M	7.82%	1
2025 Q2	$65.4M	Sell	899,764 -133,159	-13%	-$8.95M	8.77%	1
2025 Q1	$67.9M	Buy	1,032,923 +39,821	+4%	+$2.75M	9.88%	1
2024 Q4	$68.5M	Sell	993,102 -40,033	-4%	-$2.77M	10.51%	1
2024 Q3	$69.7M	Buy	1,033,135 +33,013	+3%	+$2.15M	10.36%	1
2024 Q2	$64M	Buy	1,000,122 +68,514	+7%	+$4.22M	9.55%	1
2024 Q1	$57.3M	Buy	931,608 +119,192	+15%	+$6.98M	8.27%	1
2023 Q4	$45.4M	Buy	+812,416	New	+$42.6M	6.64%	1
2023 Q3	–	Sell	-3,839	Closed	-$200K	–	371
2023 Q2	$200K	Buy	+3,839	New	+$189K	0.03%	354
2022 Q2	–	Sell	-3,839	Closed	-$204K	–	393
2022 Q1	$204K	Hold	3,839	–	–	0.04%	367
2021 Q4	$214K	Hold	3,839	–	–	0.04%	359
2021 Q3	$205K	Sell	3,839 -18,701	-83%	-$970K	0.04%	352
2021 Q2	$1.18M	Hold	22,540	–	–	0.28%	80
2021 Q1	$1.11M	Buy	+22,540	New	+$1.02M	0.28%	80

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

Intrua Financial's SPYM Position: Q2 2026 in Review

Intrua Financial reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.79% in Q2 2026, selling an estimated $651K and leaving 961,927 shares worth $84.5M. The position accounts for 7.75% of the portfolio, ranked #1.

Intrua Financial first reported a position in SPYM in Q1 2021 and has held it in 17 quarters since. 1,703 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Intrua Financial held 961,927 shares of State Street SPDR Portfolio S&P 500 ETF worth $84.5M as of Q2 2026.
Intrua Financial sold 7,635 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $651K.
State Street SPDR Portfolio S&P 500 ETF made up 7.75% of Intrua Financial's portfolio in Q2 2026, its #1 holding.
Intrua Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2021 and has held it in 17 quarters since.
1,703 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.