Janney Montgomery Scott’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Janney Montgomery Scott’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	$29M	Buy	330,047 +79,870	+32%	+$6.81M	0.06%	333
2026 Q1	$19.1M	Buy	250,177 +90,135	+56%	+$7.21M	0.05%	370
2025 Q4	$12.8M	Buy	160,042 +14,285	+10%	+$1.14M	0.03%	509
2025 Q3	$11.4M	Sell	145,757 -3,322	-2%	-$251K	0.03%	551
2025 Q2	$10.8M	Sell	149,079 -6,006	-4%	-$404K	0.03%	535
2025 Q1	$10.2M	Sell	155,085 -15,659	-9%	-$1.08M	0.03%	523
2024 Q4	$11.8M	Sell	170,744 -80,757	-32%	-$5.6M	0.03%	486
2024 Q3	$17M	Buy	251,501 +727	+0.3%	+$47.3K	0.05%	387
2024 Q2	$16.1M	Sell	250,774 -10,811	-4%	-$666K	0.05%	374
2024 Q1	$16.1M	Sell	261,585 -260,975	-50%	-$15.3M	0.05%	387
2023 Q4	$29.2M	Sell	522,560 -158,488	-23%	-$8.3M	0.09%	213
2023 Q3	$34.2M	Buy	681,048 +17,464	+3%	+$914K	0.13%	149
2023 Q2	$34.6M	Buy	663,584 +21,804	+3%	+$1.08M	0.12%	160
2023 Q1	$30.9M	Buy	641,780 +629,627	+5,181%	+$29.5M	0.13%	157
2022 Q4	$547K	Sell	12,153 -75	-0.6%	-$3.39K	﹤0.01%	1711
2022 Q3	$513K	Buy	+12,228	New	+$571K	﹤0.01%	1685
2022 Q2	–	Sell	-4,459	Closed	-$237K	–	2431
2022 Q1	$237K	Sell	4,459 -192	-4%	-$10.1K	﹤0.01%	2001
2021 Q4	$260K	Buy	+4,651	New	+$251K	﹤0.01%	2085

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

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 $112B AUM 36.28% 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

Janney Montgomery Scott's SPYM Position: Q2 2026 in Review

Janney Montgomery Scott increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 32% in Q2 2026, buying an estimated $6.81M and bringing the position to 330,047 shares worth $29M. The position accounts for 0.06% of the portfolio, ranked #333.

Janney Montgomery Scott first reported a position in SPYM in Q4 2021 and has held it in 18 quarters since. The position peaked at $34.6M in Q2 2023. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Janney Montgomery Scott held 330,047 shares of State Street SPDR Portfolio S&P 500 ETF worth $29M as of Q2 2026.
Janney Montgomery Scott bought 79,870 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $6.81M.
State Street SPDR Portfolio S&P 500 ETF made up 0.06% of Janney Montgomery Scott's portfolio in Q2 2026, its #333 holding.
Janney Montgomery Scott first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
Janney Montgomery Scott's State Street SPDR Portfolio S&P 500 ETF position peaked at $34.6M in Q2 2023.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.