JSA
SPYM

Jacobson & Schmitt Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Jacobson & Schmitt Advisors’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 		$1.1M Buy
12,546
+46
+0.4% +$3.92K 0.18% 50
2026
Q1 		$957K Sell
12,500
-496
-4% -$39.7K 0.17% 46
2025
Q4 		$1.04M Buy
12,996
+665
+5% +$52.9K 0.18% 45
2025
Q3 		$966K Sell
12,331
-260
-2% -$19.6K 0.17% 50
2025
Q2 		$915K Buy
+12,591
New +$847K 0.16% 47
2025
Q1 		– Sell
-12,608
Closed -$869K – 77
2024
Q4 		$869K Sell
12,608
-1,627
-11% -$113K 0.17% 48
2024
Q3 		$961K Buy
14,235
+92
+0.7% +$5.98K 0.2% 45
2024
Q2 		$905K Sell
14,143
-190
-1% -$11.7K 0.21% 43
2024
Q1 		$882K Hold
14,333
– – 0.21% 43
2023
Q4 		$801K Buy
14,333
+738
+5% +$38.7K 0.2% 45
2023
Q3 		$683K Sell
13,595
-582
-4% -$30.4K 0.19% 40
2023
Q2 		$739K Sell
14,177
-2,051
-13% -$101K 0.21% 42
2023
Q1 		$781K Buy
16,228
+244
+2% +$11.4K 0.22% 41
2022
Q4 		$671K Hold
15,984
– – 0.21% 37
2022
Q3 		$671K Buy
15,984
+39
+0.2% +$1.82K 0.21% 37
2022
Q2 		$707K Buy
15,945
+384
+2% +$18.5K 0.22% 36
2022
Q1 		$827K Buy
15,561
+467
+3% +$24.5K 0.22% 36
2021
Q4 		$843K Buy
15,094
+3,886
+35% +$210K 0.2% 36
2021
Q3 		$566K Sell
11,208
-257
-2% -$13.3K 0.16% 37
2021
Q2 		$577K Sell
11,465
-1,307
-10% -$64.1K 0.16% 36
2021
Q1 		$595K Buy
12,772
+5,701
+81% +$259K 0.19% 35
2020
Q4 		$311K Buy
+7,071
New +$295K 0.11% 38

Other funds holding SPYM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
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

Jacobson & Schmitt Advisors's SPYM Position: Q2 2026 in Review

Jacobson & Schmitt Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.37% in Q2 2026, buying an estimated $3.92K and bringing the position to 12,546 shares worth $1.1M. The position accounts for 0.18% of the portfolio, ranked #50.

Jacobson & Schmitt Advisors first reported a position in SPYM in Q4 2020 and has held it in 22 quarters since. 950 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Jacobson & Schmitt Advisors held 12,546 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.1M as of Q2 2026.
  • Jacobson & Schmitt Advisors bought 46 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $3.92K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.18% of Jacobson & Schmitt Advisors's portfolio in Q2 2026, its #50 holding.
  • Jacobson & Schmitt Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • 950 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Jacobson & Schmitt Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.