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

Klaas Financial Asset 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	$225M	Buy	2,560,881 +86,299	+3%	+$7.36M	28.04%	1
2026 Q1	$189M	Buy	2,474,582 +2,467,754	+36,142%	+$197M	26.15%	1
2025 Q4	$548K	Buy	+6,828	New	+$543K	0.08%	47

Other funds holding SPYM

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Klaas Financial Asset Advisors's SPYM Position: Q2 2026 in Review

Klaas Financial Asset Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.5% in Q2 2026, buying an estimated $7.36M and bringing the position to 2,560,881 shares worth $225M. The position accounts for 28.04% of the portfolio, ranked #1.

Klaas Financial Asset Advisors first reported a position in SPYM in Q4 2025 and has held it in 3 quarters since. 891 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Klaas Financial Asset Advisors held 2,560,881 shares of State Street SPDR Portfolio S&P 500 ETF worth $225M as of Q2 2026.
Klaas Financial Asset Advisors bought 86,299 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $7.36M.
State Street SPDR Portfolio S&P 500 ETF made up 28.04% of Klaas Financial Asset Advisors's portfolio in Q2 2026, its #1 holding.
Klaas Financial Asset Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
891 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Klaas Financial Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.