JDM Financial Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

JDM Financial Group’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	$3.58M	Buy	40,698 +5	+0%	+$427	1.22%	19
2026 Q1	$3.11M	Sell	40,693 -53	-0.1%	-$4.24K	1.2%	17
2025 Q4	$3.27M	Sell	40,746 -1,342	-3%	-$107K	1.27%	18
2025 Q3	$3.3M	Sell	42,088 -5,237	-11%	-$395K	1.38%	15
2025 Q2	$3.44M	Sell	47,325 -978	-2%	-$65.8K	1.62%	14
2025 Q1	$3.18M	Sell	48,303 -1,319	-3%	-$91.2K	1.61%	15
2024 Q4	$3.42M	Sell	49,622 -284	-0.6%	-$19.7K	1.78%	13
2024 Q3	$3.37M	Sell	49,906 -26,414	-35%	-$1.72M	1.83%	13
2024 Q2	$4.88M	Sell	76,320 -249	-0.3%	-$15.3K	3.3%	9
2024 Q1	$4.71M	Buy	76,569 +614	+0.8%	+$36K	3.43%	9
2023 Q4	$4.25M	Buy	75,955 +665	+0.9%	+$34.8K	3.52%	8
2023 Q3	$3.78M	Buy	75,290 +275	+0.4%	+$14.4K	3.49%	8
2023 Q2	$3.91M	Buy	75,015 +93	+0.1%	+$4.59K	3.4%	9
2023 Q1	$3.61M	Sell	74,922 -4,316	-5%	-$203K	3.32%	11
2022 Q4	$3.56M	Buy	+79,238	New	+$3.58M	3.41%	10

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

JDM Financial Group's SPYM Position: Q2 2026 in Review

JDM Financial Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.01% in Q2 2026, buying an estimated $427 and bringing the position to 40,698 shares worth $3.58M. The position accounts for 1.22% of the portfolio, ranked #19.

JDM Financial Group first reported a position in SPYM in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.88M in Q2 2024. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

JDM Financial Group held 40,698 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.58M as of Q2 2026.
JDM Financial Group bought 5 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $427.
State Street SPDR Portfolio S&P 500 ETF made up 1.22% of JDM Financial Group's portfolio in Q2 2026, its #19 holding.
JDM Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
JDM Financial Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $4.88M in Q2 2024.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.