Matthew Hamilton Rosenberg’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Matthew Hamilton Rosenberg’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	$80.2K	Hold	913	–	–	0.01%	374
2026 Q1	$69.9K	Hold	913	–	–	0.01%	385
2025 Q4	$73.2K	Hold	913	–	–	0.02%	370
2025 Q3	$71.5K	Sell	913 -57	-6%	-$4.3K	0.02%	378
2025 Q2	$70.5K	Buy	970 +12	+1%	+$807	0.02%	394
2025 Q1	$63K	Hold	958	–	–	0.02%	387
2024 Q4	$66K	Hold	958	–	–	0.02%	377
2024 Q3	$64.7K	Hold	958	–	–	0.02%	387
2024 Q2	$61.4K	Sell	958 -108	-10%	-$6.65K	0.02%	383
2024 Q1	$65.5K	Sell	1,066 -49	-4%	-$2.87K	0.02%	383
2023 Q4	$62.3K	Sell	1,115 -5	-0.4%	-$262	0.02%	392
2023 Q3	$56.3K	Sell	1,120 -23	-2%	-$1.2K	0.02%	396
2023 Q2	$59.6K	Hold	1,143	–	–	0.02%	397
2023 Q1	$55K	Hold	1,143	–	–	0.02%	444
2022 Q4	$51.4K	Hold	1,143	–	–	0.02%	454
2022 Q3	$48K	Hold	1,143	–	–	0.02%	450
2022 Q2	$51K	Buy	1,143 +415	+57%	+$20K	0.02%	449
2022 Q1	$39K	Hold	728	–	–	0.01%	490
2021 Q4	$41K	Hold	728	–	–	0.01%	447
2021 Q3	$37K	Hold	728	–	–	0.01%	437
2021 Q2	$37K	Hold	728	–	–	0.02%	406
2021 Q1	$34K	Hold	728	–	–	0.02%	383
2020 Q4	$32K	Hold	728	–	–	0.02%	376
2020 Q3	$29K	Hold	728	–	–	0.02%	360
2020 Q2	$16K	Buy	+728	New	+$25K	0.01%	439

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Matthew Hamilton Rosenberg's SPYM Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 913 shares worth $80.2K. The position accounts for 0.01% of the portfolio, ranked #374.

Matthew Hamilton Rosenberg first reported a position in SPYM in Q2 2020 and has held it in 25 quarters since. 892 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Matthew Hamilton Rosenberg held 913 shares of State Street SPDR Portfolio S&P 500 ETF worth $80.2K as of Q2 2026.
Matthew Hamilton Rosenberg left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #374 holding.
Matthew Hamilton Rosenberg first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2020 and has held it in 25 quarters since.
892 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.