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

JSF Financial’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	$3.53M	Sell	40,159 -891	-2%	-$76K	0.56%	24
2026 Q1	$3.14M	Buy	41,050 +755	+2%	+$60.4K	0.62%	24
2025 Q4	$3.23M	Buy	40,295 +353	+0.9%	+$28.1K	0.67%	24
2025 Q3	$3.13M	Sell	39,942 -1,581	-4%	-$119K	0.69%	24
2025 Q2	$3.02M	Buy	41,523 +1,536	+4%	+$103K	0.72%	22
2025 Q1	$2.63M	Sell	39,987 -5,432	-12%	-$376K	0.69%	23
2024 Q4	$3.13M	Buy	45,419 +482	+1%	+$33.4K	0.84%	22
2024 Q3	$3.03M	Buy	44,937 +1,765	+4%	+$115K	0.88%	22
2024 Q2	$2.76M	Sell	43,172 -65,205	-60%	-$4.01M	0.85%	23
2024 Q1	$6.67M	Buy	108,377 +8,410	+8%	+$493K	2.09%	11
2023 Q4	$5.59M	Buy	99,967 +7,657	+8%	+$401K	1.94%	12
2023 Q3	$4.64M	Buy	92,310 +17,331	+23%	+$907K	1.8%	14
2023 Q2	$3.91M	Buy	74,979 +7,685	+11%	+$379K	1.38%	22
2023 Q1	$3.24M	Buy	67,294 +3,332	+5%	+$156K	1.21%	23
2022 Q4	$2.88M	Buy	+63,962	New	+$2.89M	1.08%	24

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

JSF Financial's SPYM Position: Q2 2026 in Review

JSF Financial reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.2% in Q2 2026, selling an estimated $76K and leaving 40,159 shares worth $3.53M. The position accounts for 0.56% of the portfolio, ranked #24.

JSF Financial first reported a position in SPYM in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.67M in Q1 2024. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

JSF Financial held 40,159 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.53M as of Q2 2026.
JSF Financial sold 891 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $76K.
State Street SPDR Portfolio S&P 500 ETF made up 0.56% of JSF Financial's portfolio in Q2 2026, its #24 holding.
JSF Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
JSF Financial's State Street SPDR Portfolio S&P 500 ETF position peaked at $6.67M in Q1 2024.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.