James J. Burns & Company’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

James J. Burns & Company’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	$415K	Buy	4,716 +906	+24%	+$77.3K	0.04%	111
2026 Q1	$292K	Buy	3,810 +235	+7%	+$18.8K	0.04%	126
2025 Q4	$287K	Buy	+3,575	New	+$284K	0.04%	132

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 39.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

James J. Burns & Company's SPYM Position: Q2 2026 in Review

James J. Burns & Company increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 24% in Q2 2026, buying an estimated $77.3K and bringing the position to 4,716 shares worth $415K. The position accounts for 0.04% of the portfolio, ranked #111.

James J. Burns & Company first reported a position in SPYM in Q4 2025 and has held it in 3 quarters since. 1,730 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

James J. Burns & Company held 4,716 shares of State Street SPDR Portfolio S&P 500 ETF worth $415K as of Q2 2026.
James J. Burns & Company bought 906 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $77.3K.
State Street SPDR Portfolio S&P 500 ETF made up 0.04% of James J. Burns & Company's portfolio in Q2 2026, its #111 holding.
James J. Burns & Company first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
1,730 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.