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 Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

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

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 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. 947 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.
947 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.