JCFM
SPYM

JBR Co Financial Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

JBR Co Financial Management’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 		$14M Buy
159,875
+24,429
+18% +$2.08M 5.13% 4
2026
Q1 		$10.9M Hold
135,446
– – 4.55% 4
2025
Q4 		$10.9M Buy
135,446
+4,318
+3% +$343K 4.55% 4
2025
Q3 		$10.3M Buy
131,128
+19,523
+17% +$1.47M 4.35% 4
2025
Q2 		$8.11M Buy
111,605
+8,459
+8% +$569K 4.01% 4
2025
Q1 		$6.78M Buy
103,146
+14,841
+17% +$1.03M 3.97% 5
2024
Q4 		$6.09M Buy
88,305
+17,011
+24% +$1.18M 3.71% 4
2024
Q3 		$4.81M Buy
71,294
+8,335
+13% +$542K 3.15% 5
2024
Q2 		$4.03M Buy
62,959
+26,193
+71% +$1.61M 2.83% 8
2024
Q1 		$2.26M Buy
+36,766
New +$2.15M 1.81% 16

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

JBR Co Financial Management's SPYM Position: Q2 2026 in Review

JBR Co Financial Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 18% in Q2 2026, buying an estimated $2.08M and bringing the position to 159,875 shares worth $14M. The position accounts for 5.13% of the portfolio, ranked #4.

JBR Co Financial Management first reported a position in SPYM in Q1 2024 and has held it in 10 quarters since. 834 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • JBR Co Financial Management held 159,875 shares of State Street SPDR Portfolio S&P 500 ETF worth $14M as of Q2 2026.
  • JBR Co Financial Management bought 24,429 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.08M.
  • State Street SPDR Portfolio S&P 500 ETF made up 5.13% of JBR Co Financial Management's portfolio in Q2 2026, its #4 holding.
  • JBR Co Financial Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
  • 834 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.