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

Ironwood 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	$480K	Sell	5,443 -539	-9%	-$46K	0.08%	123
2026 Q1	$458K	Hold	5,982	–	–	0.08%	116
2025 Q4	$489K	Buy	5,982 +7	+0.1%	+$557	0.08%	115
2025 Q3	$468K	Hold	5,975	–	–	0.08%	114
2025 Q2	$393K	Hold	5,975	–	–	0.08%	116
2025 Q1	$393K	Buy	5,975 +250	+4%	+$17.3K	0.08%	116
2024 Q4	$395K	Buy	+5,725	New	+$397K	0.08%	114

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

Ironwood Financial's SPYM Position: Q2 2026 in Review

Ironwood Financial reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 9% in Q2 2026, selling an estimated $46K and leaving 5,443 shares worth $480K. The position accounts for 0.08% of the portfolio, ranked #123.

Ironwood Financial first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $489K in Q4 2025. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Ironwood Financial held 5,443 shares of State Street SPDR Portfolio S&P 500 ETF worth $480K as of Q2 2026.
Ironwood Financial sold 539 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $46K.
State Street SPDR Portfolio S&P 500 ETF made up 0.08% of Ironwood Financial's portfolio in Q2 2026, its #123 holding.
Ironwood Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Ironwood Financial's State Street SPDR Portfolio S&P 500 ETF position peaked at $489K in Q4 2025.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.