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

Invested Advisors’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	$1.91M	Sell	21,724 -2,308	-10%	-$197K	1.69%	14
2026 Q1	$1.84M	Buy	24,032 +1,832	+8%	+$147K	1.86%	11
2025 Q4	$1.78M	Buy	22,200 +4,014	+22%	+$319K	1.84%	12
2025 Q3	$1.26M	Buy	+18,186	New	+$1.37M	1.84%	10

Other funds holding SPYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Invested Advisors's SPYM Position: Q2 2026 in Review

Invested Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 9.6% in Q2 2026, selling an estimated $197K and leaving 21,724 shares worth $1.91M. The position accounts for 1.69% of the portfolio, ranked #14.

Invested Advisors first reported a position in SPYM in Q3 2025 and has held it in 4 quarters since. 1,051 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Invested Advisors held 21,724 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.91M as of Q2 2026.
Invested Advisors sold 2,308 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $197K.
State Street SPDR Portfolio S&P 500 ETF made up 1.69% of Invested Advisors's portfolio in Q2 2026, its #14 holding.
Invested Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
1,051 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.