MIM
SPYM

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

Marshall Investment 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 		– Sell
-2
Closed -$153 – 526
2026
Q1 		$153 Buy
+2
New +$160 ﹤0.01% 265
2025
Q2 		– Sell
-15
Closed -$989 – 194
2025
Q1 		$989 Buy
+15
New +$1.04K ﹤0.01% 227

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Creative Planning
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

Marshall Investment Management's SPYM Position: Q2 2026 in Review

Marshall Investment Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026, closing a stake of 2 shares — an estimated $153 sold.

Marshall Investment Management first reported a position in SPYM in Q1 2025 and held it in 2 quarters. The position peaked at $989 in Q1 2025. 1,704 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Marshall Investment Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Marshall Investment Management sold 2 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $153.
  • Marshall Investment Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and held it in 2 quarters.
  • Marshall Investment Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $989 in Q1 2025.
  • 1,704 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.