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

JNBA Financial 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	$14.2M	Buy	162,121 +22,326	+16%	+$1.9M	1.08%	20
2026 Q1	$10.7M	Buy	139,795 +56,646	+68%	+$4.53M	0.89%	24
2025 Q4	$6.67M	Buy	83,149 +40,992	+97%	+$3.26M	0.58%	31
2025 Q3	$3.3M	Buy	42,157 +4,315	+11%	+$325K	0.3%	46
2025 Q2	$2.75M	Buy	37,842 +4,522	+14%	+$304K	0.26%	53
2025 Q1	$2.19M	Sell	33,320 -1,313	-4%	-$90.8K	0.23%	53
2024 Q4	$2.39M	Sell	34,633 -1,070	-3%	-$74.2K	0.24%	52
2024 Q3	$2.41M	Sell	35,703 -4,886	-12%	-$318K	0.24%	52
2024 Q2	$2.6M	Buy	40,589 +6,953	+21%	+$428K	0.27%	51
2024 Q1	$2.07M	Sell	33,636 -7,045	-17%	-$413K	0.22%	63
2023 Q4	$2.27M	Buy	40,681 +16,287	+67%	+$853K	0.26%	61
2023 Q3	$1.23M	Sell	24,394 -6,024	-20%	-$315K	0.15%	83
2023 Q2	$1.59M	Sell	30,418 -1,828	-6%	-$90.2K	0.19%	76
2023 Q1	$1.55M	Sell	32,246 -1,279	-4%	-$60K	0.2%	75
2022 Q4	$1.51M	Sell	33,525 -1,850	-5%	-$83.6K	0.21%	73
2022 Q3	$1.49M	Sell	35,375 -2,219	-6%	-$104K	0.23%	68
2022 Q2	$1.67M	Sell	37,594 -697	-2%	-$33.6K	0.25%	60
2022 Q1	$2.03M	Sell	38,291 -17,603	-31%	-$922K	0.27%	60
2021 Q4	$3.12M	Sell	55,894 -3,162	-5%	-$171K	0.38%	50
2021 Q3	$2.98M	Sell	59,056 -4,030	-6%	-$209K	0.4%	48
2021 Q2	$3.17M	Sell	63,086 -2,230	-3%	-$109K	0.43%	50
2021 Q1	$3.04M	Sell	65,316 -2,091	-3%	-$94.8K	0.44%	49
2020 Q4	$2.96M	Sell	67,407 -3,745	-5%	-$156K	0.49%	45
2020 Q3	$2.8M	Sell	71,152 -3,824	-5%	-$149K	0.56%	41
2020 Q2	$2.72M	Sell	74,976 -137,390	-65%	-$4.72M	0.58%	40
2020 Q1	$6.42M	Sell	212,366 -47,990	-18%	-$1.72M	1.54%	18
2019 Q4	$9.85M	Sell	260,356 -40,999	-14%	-$1.48M	1.88%	12
2019 Q3	$10.5M	Sell	301,355 -6,875	-2%	-$239K	2.14%	12
2019 Q2	$10.6M	Buy	308,230 +107,283	+53%	+$3.64M	2.17%	12
2019 Q1	$6.68M	Buy	200,947 +47,512	+31%	+$1.52M	1.44%	15
2018 Q4	$4.48M	Buy	+153,435	New	+$4.84M	1.02%	18
2018 Q3	–	Sell	-188,931	Closed	-$6.02M	–	680
2018 Q2	$6.02M	Buy	188,931 +47,375	+33%	+$1.5M	1.27%	16
2018 Q1	$4.38M	Buy	141,556 +74,548	+111%	+$2.38M	0.94%	21
2017 Q4	$2.1M	Buy	+67,008	New	+$2.04M	0.44%	31

Other funds holding SPYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

JNBA Financial Advisors's SPYM Position: Q2 2026 in Review

JNBA Financial Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 16% in Q2 2026, buying an estimated $1.9M and bringing the position to 162,121 shares worth $14.2M. The position accounts for 1.08% of the portfolio, ranked #20.

JNBA Financial Advisors first reported a position in SPYM in Q4 2017 and has held it in 34 quarters since. 932 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

JNBA Financial Advisors held 162,121 shares of State Street SPDR Portfolio S&P 500 ETF worth $14.2M as of Q2 2026.
JNBA Financial Advisors bought 22,326 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.9M.
State Street SPDR Portfolio S&P 500 ETF made up 1.08% of JNBA Financial Advisors's portfolio in Q2 2026, its #20 holding.
JNBA Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2017 and has held it in 34 quarters since.
932 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.