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

Meitav Investment House’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	$7.71M	Sell	87,742 -177	-0.2%	-$15.1K	0.05%	118
2026 Q1	$6.73M	Sell	87,919 -13,553	-13%	-$1.08M	0.07%	87
2025 Q4	$8.14M	Buy	101,472 +54	+0.1%	+$4.29K	0.09%	89
2025 Q3	$7.95M	Buy	101,418 +23,232	+30%	+$1.75M	0.11%	85
2025 Q2	$5.68M	Buy	+78,186	New	+$5.26M	0.08%	88

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

Meitav Investment House's SPYM Position: Q2 2026 in Review

Meitav Investment House reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.2% in Q2 2026, selling an estimated $15.1K and leaving 87,742 shares worth $7.71M. The position accounts for 0.05% of the portfolio, ranked #118.

Meitav Investment House first reported a position in SPYM in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.14M in Q4 2025. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Meitav Investment House held 87,742 shares of State Street SPDR Portfolio S&P 500 ETF worth $7.71M as of Q2 2026.
Meitav Investment House sold 177 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $15.1K.
State Street SPDR Portfolio S&P 500 ETF made up 0.05% of Meitav Investment House's portfolio in Q2 2026, its #118 holding.
Meitav Investment House first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
Meitav Investment House's State Street SPDR Portfolio S&P 500 ETF position peaked at $8.14M in Q4 2025.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Meitav Investment House's 13F filing for Q2 2026, filed 20 Jul 2026.