Liberty Atlantic Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Liberty Atlantic 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	$840K	Buy	9,554 +92	+1%	+$7.85K	0.6%	25
2026 Q1	$724K	Sell	9,462 -1,808	-16%	-$145K	0.62%	22
2025 Q4	$904K	Buy	+11,270	New	+$896K	0.89%	20

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

Liberty Atlantic Advisors's SPYM Position: Q2 2026 in Review

Liberty Atlantic Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.97% in Q2 2026, buying an estimated $7.85K and bringing the position to 9,554 shares worth $840K. The position accounts for 0.6% of the portfolio, ranked #25.

Liberty Atlantic Advisors first reported a position in SPYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $904K in Q4 2025. 1,712 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Liberty Atlantic Advisors held 9,554 shares of State Street SPDR Portfolio S&P 500 ETF worth $840K as of Q2 2026.
Liberty Atlantic Advisors bought 92 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $7.85K.
State Street SPDR Portfolio S&P 500 ETF made up 0.6% of Liberty Atlantic Advisors's portfolio in Q2 2026, its #25 holding.
Liberty Atlantic 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.
Liberty Atlantic Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $904K in Q4 2025.
1,712 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Liberty Atlantic Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.