Luken Investment Analytics’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Luken Investment Analytics’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	$21.1M	Sell	240,226 -5,687	-2%	-$485K	7.38%	2
2026 Q1	$18.8M	Buy	245,913 +5,528	+2%	+$442K	7.21%	4
2025 Q4	$19.3M	Buy	240,385 +2,336	+1%	+$186K	7.61%	4
2025 Q3	$18.6M	Sell	238,049 -68,689	-22%	-$5.18M	7.29%	3
2025 Q2	$22.3M	Sell	306,738 -155,558	-34%	-$10.5M	9.77%	2
2025 Q1	$30.4M	Buy	462,296 +301,110	+187%	+$20.8M	14.23%	1
2024 Q4	$11.1M	Buy	161,186 +1,224	+0.8%	+$84.8K	5.15%	6
2024 Q3	$10.8M	Buy	159,962 +122,280	+325%	+$7.95M	4.96%	7
2024 Q2	$2.41M	Sell	37,682 -1,810	-5%	-$111K	1.21%	18
2024 Q1	$2.43M	Sell	39,492 -5,189	-12%	-$304K	1.23%	20
2023 Q4	$2.5M	Buy	44,681 +9,285	+26%	+$486K	1.35%	18
2023 Q3	$1.78M	Sell	35,396 -4,712	-12%	-$246K	1.03%	18
2023 Q2	$2.09M	Sell	40,108 -204,810	-84%	-$10.1M	1.17%	14
2023 Q1	$11.8M	Sell	244,918 -3,767	-2%	-$177K	6.93%	6
2022 Q4	$11.2M	Buy	+248,685	New	+$11.2M	7.14%	6

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

Luken Investment Analytics's SPYM Position: Q2 2026 in Review

Luken Investment Analytics reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.3% in Q2 2026, selling an estimated $485K and leaving 240,226 shares worth $21.1M. The position accounts for 7.38% of the portfolio, ranked #2.

Luken Investment Analytics first reported a position in SPYM in Q4 2022 and has held it in 15 quarters since. The position peaked at $30.4M in Q1 2025. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Luken Investment Analytics held 240,226 shares of State Street SPDR Portfolio S&P 500 ETF worth $21.1M as of Q2 2026.
Luken Investment Analytics sold 5,687 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $485K.
State Street SPDR Portfolio S&P 500 ETF made up 7.38% of Luken Investment Analytics's portfolio in Q2 2026, its #2 holding.
Luken Investment Analytics first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
Luken Investment Analytics's State Street SPDR Portfolio S&P 500 ETF position peaked at $30.4M in Q1 2025.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Luken Investment Analytics's 13F filing for Q2 2026, filed 28 Jul 2026.