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

Larson Financial Group’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	$265M	Buy	3,010,487 +370,184	+14%	+$31.6M	6.95%	1
2026 Q1	$202M	Buy	2,640,303 +357,516	+16%	+$28.6M	6.45%	1
2025 Q4	$183M	Buy	2,282,787 +204,057	+10%	+$16.2M	6.09%	1
2025 Q3	$163M	Buy	2,078,730 +451,641	+28%	+$34.1M	5.69%	1
2025 Q2	$118M	Buy	1,627,089 +1,157,453	+246%	+$77.8M	4.73%	1
2025 Q1	$30.9M	Buy	469,636 +99,315	+27%	+$6.87M	1.46%	10
2024 Q4	$25.5M	Sell	370,321 -25,948	-7%	-$1.8M	1.32%	10
2024 Q3	$26.8M	Buy	396,269 +34,689	+10%	+$2.26M	1.52%	10
2024 Q2	$23.1M	Buy	361,580 +86,851	+32%	+$5.35M	1.58%	9
2024 Q1	$16.9M	Buy	274,729 +11,401	+4%	+$668K	1.31%	14
2023 Q4	$14.7M	Buy	263,328 +11,072	+4%	+$580K	1.29%	19
2023 Q3	$12.7M	Sell	252,256 -6,879	-3%	-$360K	1.25%	21
2023 Q2	$13.5M	Sell	259,135 -9,322	-3%	-$460K	1.35%	18
2023 Q1	$12.9M	Buy	268,457 +304	+0.1%	+$14.3K	1.4%	18
2022 Q4	$12.1M	Buy	268,153 +267,428	+36,887%	+$12.1M	1.44%	16
2022 Q3	$30K	Buy	725 +264	+57%	+$12.3K	﹤0.01%	548
2022 Q2	$20K	Hold	461	–	–	﹤0.01%	551
2022 Q1	$24K	Hold	461	–	–	﹤0.01%	495
2021 Q4	$26K	Buy	+461	New	+$24.9K	﹤0.01%	493
2021 Q2	–	Sell	-37	Closed	-$2K	–	932
2021 Q1	$2K	Sell	37 -1	-3%	-$45	﹤0.01%	726
2020 Q4	$2K	Buy	38 +6	+19%	+$250	﹤0.01%	654
2020 Q3	$1K	Buy	32 +3	+10%	+$117	﹤0.01%	688
2020 Q2	$1K	Buy	29 +5	+21%	+$172	﹤0.01%	648
2020 Q1	$1K	Buy	24 +3	+14%	+$108	﹤0.01%	508
2019 Q4	$1K	Buy	21 +10	+91%	+$362	﹤0.01%	542
2019 Q3	$0	Buy	11 +4	+57%	+$139	﹤0.01%	618
2019 Q2	$0	Buy	+7	New	+$237	﹤0.01%	566

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

Larson Financial Group's SPYM Position: Q2 2026 in Review

Larson Financial Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 14% in Q2 2026, buying an estimated $31.6M and bringing the position to 3,010,487 shares worth $265M. The position accounts for 6.95% of the portfolio, ranked #1.

Larson Financial Group first reported a position in SPYM in Q2 2019 and has held it in 27 quarters since. 1,703 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Larson Financial Group held 3,010,487 shares of State Street SPDR Portfolio S&P 500 ETF worth $265M as of Q2 2026.
Larson Financial Group bought 370,184 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $31.6M.
State Street SPDR Portfolio S&P 500 ETF made up 6.95% of Larson Financial Group's portfolio in Q2 2026, its #1 holding.
Larson Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2019 and has held it in 27 quarters since.
1,703 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.