JMBA
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J. M. Brown & Associates’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

J. M. Brown & Associates’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
Q3 		$7.59M Buy
84,576
+56,582
+202% +$5.06M 4.34% 3
2026
Q2 		$2.46M Buy
+27,994
New +$2.39M 1.41% 14

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
USS Investment Management
USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kedalion Capital Management
Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

J. M. Brown & Associates's SPYM Position: Q3 2026 in Review

J. M. Brown & Associates increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 202% in Q3 2026, buying an estimated $5.06M and bringing the position to 84,576 shares worth $7.59M. The position accounts for 4.34% of the portfolio, ranked #3.

J. M. Brown & Associates first reported a position in SPYM in Q2 2026 and has held it in 2 quarters since. 1,619 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • J. M. Brown & Associates held 84,576 shares of State Street SPDR Portfolio S&P 500 ETF worth $7.59M as of Q3 2026.
  • J. M. Brown & Associates bought 56,582 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $5.06M.
  • State Street SPDR Portfolio S&P 500 ETF made up 4.34% of J. M. Brown & Associates's portfolio in Q3 2026, its #3 holding.
  • J. M. Brown & Associates first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,619 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on J. M. Brown & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.