Kurt F. Somerville’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Kurt F. Somerville’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	$294K	Hold	3,350	–	–	0.07%	85
2026 Q1	$256K	Buy	3,350 +60	+2%	+$4.8K	0.07%	84
2025 Q4	$264K	Buy	3,290 +290	+10%	+$23.1K	0.04%	94
2025 Q3	$235K	Hold	3,000	–	–	0.04%	106
2025 Q2	$218K	Buy	+3,000	New	+$202K	0.04%	109

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 39.41% 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 $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Kurt F. Somerville's SPYM Position: Q2 2026 in Review

Kurt F. Somerville held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 3,350 shares worth $294K. The position accounts for 0.07% of the portfolio, ranked #85.

Kurt F. Somerville first reported a position in SPYM in Q2 2025 and has held it in 5 quarters since. 1,730 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Kurt F. Somerville held 3,350 shares of State Street SPDR Portfolio S&P 500 ETF worth $294K as of Q2 2026.
Kurt F. Somerville left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.07% of Kurt F. Somerville's portfolio in Q2 2026, its #85 holding.
Kurt F. Somerville first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
1,730 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Kurt F. Somerville's 13F filing for Q2 2026, filed 11 Aug 2026.