JIC
SPYM

Johnson Investment Counsel’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Johnson Investment Counsel’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 		$877K Sell
9,974
-261
-3% -$22.3K 0.01% 485
2026
Q1 		$783K Buy
10,235
+41
+0.4% +$3.28K 0.01% 481
2025
Q4 		$818K Buy
10,194
+311
+3% +$24.7K 0.01% 445
2025
Q3 		$774K Buy
9,883
+285
+3% +$21.5K 0.01% 478
2025
Q2 		$698K Buy
9,598
+976
+11% +$65.6K 0.01% 479
2025
Q1 		$567K Buy
8,622
+48
+0.6% +$3.32K 0.01% 506
2024
Q4 		$591K Sell
8,574
-1,098
-11% -$76.1K 0.01% 491
2024
Q3 		$653K Buy
+9,672
New +$629K 0.01% 468

Other funds holding SPYM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
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

Johnson Investment Counsel's SPYM Position: Q2 2026 in Review

Johnson Investment Counsel reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.6% in Q2 2026, selling an estimated $22.3K and leaving 9,974 shares worth $877K. The position accounts for 0.01% of the portfolio, ranked #485.

Johnson Investment Counsel first reported a position in SPYM in Q3 2024 and has held it in 8 quarters since. 947 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Johnson Investment Counsel held 9,974 shares of State Street SPDR Portfolio S&P 500 ETF worth $877K as of Q2 2026.
  • Johnson Investment Counsel sold 261 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $22.3K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Johnson Investment Counsel's portfolio in Q2 2026, its #485 holding.
  • Johnson Investment Counsel first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
  • 947 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.