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 Q2	$2.46M	Buy	+27,994	New	+$2.39M	1.41%	14

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 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

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

J. M. Brown & Associates's SPYM Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 27,994 shares worth $2.46M. The stake represents 1.41% of the portfolio and ranks #14 among its holdings.

1,653 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

J. M. Brown & Associates held 27,994 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.46M as of Q2 2026.
State Street SPDR Portfolio S&P 500 ETF was a new J. M. Brown & Associates position in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 1.41% of J. M. Brown & Associates's portfolio in Q2 2026, its #14 holding.
1,653 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.