Madison Asset Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Madison Asset Management’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	$8.33M	Buy	94,837 +4,657	+5%	+$397K	0.1%	143
2026 Q1	$6.9M	Buy	90,180 +8,853	+11%	+$708K	0.09%	149
2025 Q4	$6.52M	Sell	81,327 -16,347	-17%	-$1.3M	0.08%	155
2025 Q3	$7.65M	Buy	97,674 +33,774	+53%	+$2.55M	0.08%	147
2025 Q2	$4.64M	Sell	63,900 -888	-1%	-$59.7K	0.05%	174
2025 Q1	$4.26M	Buy	64,788 +10,567	+19%	+$731K	0.05%	172
2024 Q4	$3.74M	Buy	54,221 +10,394	+24%	+$720K	0.04%	193
2024 Q3	$2.96M	Buy	+43,827	New	+$2.85M	0.03%	219

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

Madison Asset Management's SPYM Position: Q2 2026 in Review

Madison Asset Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.2% in Q2 2026, buying an estimated $397K and bringing the position to 94,837 shares worth $8.33M. The position accounts for 0.1% of the portfolio, ranked #143.

Madison Asset Management first reported a position in SPYM in Q3 2024 and has held it in 8 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Madison Asset Management held 94,837 shares of State Street SPDR Portfolio S&P 500 ETF worth $8.33M as of Q2 2026.
Madison Asset Management bought 4,657 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $397K.
State Street SPDR Portfolio S&P 500 ETF made up 0.1% of Madison Asset Management's portfolio in Q2 2026, its #143 holding.
Madison Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Madison Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.