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

Marathon Strategic 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	$13.5M	Sell	153,363 -1,990	-1%	-$170K	7.61%	3
2026 Q1	$11.9M	Buy	155,353 +5,681	+4%	+$454K	8.55%	2
2025 Q4	$12M	Sell	149,672 -6,987	-4%	-$556K	9.17%	2
2025 Q3	$12.3M	Buy	156,659 +2,296	+1%	+$173K	9.82%	2
2025 Q2	$11.2M	Buy	154,363 +2,599	+2%	+$175K	10.43%	1
2025 Q1	$9.98M	Sell	151,764 -1,681	-1%	-$116K	10.73%	1
2024 Q4	$10.6M	Sell	153,445 -5,439	-3%	-$377K	11.44%	1
2024 Q3	$10.7M	Buy	158,884 +5,622	+4%	+$366K	11.33%	1
2024 Q2	$9.81M	Sell	153,262 -5,521	-3%	-$340K	11.46%	1
2024 Q1	$9.77M	Sell	158,783 -1,167	-0.7%	-$68.3K	11.89%	3
2023 Q4	$8.94M	Buy	+159,950	New	+$8.38M	12.11%	1

Other funds holding SPYM

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Marathon Strategic Advisors's SPYM Position: Q2 2026 in Review

Marathon Strategic Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.3% in Q2 2026, selling an estimated $170K and leaving 153,363 shares worth $13.5M. The position accounts for 7.61% of the portfolio, ranked #3.

Marathon Strategic Advisors first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. 580 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Marathon Strategic Advisors held 153,363 shares of State Street SPDR Portfolio S&P 500 ETF worth $13.5M as of Q2 2026.
Marathon Strategic Advisors sold 1,990 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $170K.
State Street SPDR Portfolio S&P 500 ETF made up 7.61% of Marathon Strategic Advisors's portfolio in Q2 2026, its #3 holding.
Marathon Strategic Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
580 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Marathon Strategic Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.