Investment Research Partners’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Investment Research Partners’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	–	Sell	-3,758	Closed	-$288K	–	293
2026 Q1	$288K	Sell	3,758 -120	-3%	-$9.6K	0.12%	192
2025 Q4	$311K	Buy	3,878 +14	+0.4%	+$1.11K	0.13%	174
2025 Q3	$312K	Buy	+3,864	New	+$291K	0.14%	165

Other funds holding SPYM

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

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

MCM

MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

NMIFOAC

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Investment Research Partners's SPYM Position: Q2 2026 in Review

Investment Research Partners sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026, closing a stake of 3,758 shares — an estimated $288K sold.

Investment Research Partners first reported a position in SPYM in Q3 2025 and held it in 3 quarters. The position peaked at $312K in Q3 2025. 1,423 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Investment Research Partners reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
Investment Research Partners sold 3,758 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $288K.
Investment Research Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and held it in 3 quarters.
Investment Research Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $312K in Q3 2025.
1,423 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.