JGIA
SPYM

Jackson Grant Investment Advisers’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Jackson Grant Investment Advisers’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 		$6.32M Buy
71,895
+61
+0.1% +$5.2K 1.96% 10
2026
Q1 		$5.5M Sell
71,834
-1,815
-2% -$145K 1.84% 10
2025
Q4 		$5.91M Buy
73,649
+65
+0.1% +$5.17K 1.95% 9
2025
Q3 		$5.76M Buy
73,584
+70
+0.1% +$5.28K 1.93% 10
2025
Q2 		$5.34M Buy
73,514
+574
+0.8% +$38.6K 1.96% 10
2025
Q1 		$4.8M Sell
72,940
-19
-0% -$1.31K 1.86% 12
2024
Q4 		$5.03M Buy
72,959
+76
+0.1% +$5.27K 1.94% 11
2024
Q3 		$4.92M Sell
72,883
-227
-0.3% -$14.8K 1.84% 12
2024
Q2 		$4.68M Buy
73,110
+1,117
+2% +$68.8K 1.89% 11
2024
Q1 		$4.43M Sell
71,993
-105
-0.1% -$6.15K 1.82% 12
2023
Q4 		$4.03M Sell
72,098
-1,421
-2% -$74.4K 1.79% 13
2023
Q3 		$3.7M Buy
73,519
+62
+0.1% +$3.24K 1.78% 13
2023
Q2 		$3.83M Buy
73,457
+105
+0.1% +$5.18K 1.78% 13
2023
Q1 		$3.53M Sell
73,352
-12,967
-15% -$608K 1.66% 14
2022
Q4 		$3.88M Buy
86,319
+85,249
+7,967% +$3.85M 1.88% 12
2022
Q3 		$45K Hold
1,070
– – 0.02% 181
2022
Q2 		$47K Buy
1,070
+50
+5% +$2.41K 0.02% 187
2022
Q1 		$54K Buy
1,020
+50
+5% +$2.62K 0.02% 191
2021
Q4 		$54K Buy
+970
New +$52.4K 0.03% 164

Other funds holding SPYM

GT
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
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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Jackson Grant Investment Advisers's SPYM Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.08% in Q2 2026, buying an estimated $5.2K and bringing the position to 71,895 shares worth $6.32M. The position accounts for 1.96% of the portfolio, ranked #10.

Jackson Grant Investment Advisers first reported a position in SPYM in Q4 2021 and has held it in 19 quarters since. 888 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Jackson Grant Investment Advisers held 71,895 shares of State Street SPDR Portfolio S&P 500 ETF worth $6.32M as of Q2 2026.
  • Jackson Grant Investment Advisers bought 61 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $5.2K.
  • State Street SPDR Portfolio S&P 500 ETF made up 1.96% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #10 holding.
  • Jackson Grant Investment Advisers first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 888 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.