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

Merkkuri Wealth 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	$24.4M	Buy	277,647 +55,930	+25%	+$4.77M	15.14%	1
2026 Q1	$17M	Buy	221,717 +15,805	+8%	+$1.26M	11.23%	1
2025 Q4	$16.5M	Sell	205,912 -13,381	-6%	-$1.06M	11.24%	1
2025 Q3	$17.2M	Buy	219,293 +19,684	+10%	+$1.48M	12.46%	1
2025 Q2	$14.5M	Buy	199,609 +36,696	+23%	+$2.47M	11.01%	1
2025 Q1	$10.7M	Buy	162,913 +25,889	+19%	+$1.79M	9.17%	1
2024 Q4	$9.45M	Buy	137,024 +42,102	+44%	+$2.92M	7.47%	2
2024 Q3	$6.41M	Buy	94,922 +10,752	+13%	+$699K	5.06%	2
2024 Q2	$5.39M	Buy	+84,170	New	+$5.18M	4.96%	4

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Merkkuri Wealth Advisors's SPYM Position: Q2 2026 in Review

Merkkuri Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 25% in Q2 2026, buying an estimated $4.77M and bringing the position to 277,647 shares worth $24.4M. The position accounts for 15.14% of the portfolio, ranked #1.

Merkkuri Wealth Advisors first reported a position in SPYM in Q2 2024 and has held it in 9 quarters since. 1,725 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Merkkuri Wealth Advisors held 277,647 shares of State Street SPDR Portfolio S&P 500 ETF worth $24.4M as of Q2 2026.
Merkkuri Wealth Advisors bought 55,930 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $4.77M.
State Street SPDR Portfolio S&P 500 ETF made up 15.14% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #1 holding.
Merkkuri Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
1,725 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.