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

Millennium Capital 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	$1.44M	Buy	16,349 +36	+0.2%	+$3.07K	0.78%	27
2026 Q1	$1.25M	Buy	16,313 +96	+0.6%	+$7.68K	0.77%	31
2025 Q4	$1.3M	Buy	16,217 +40	+0.2%	+$3.18K	0.77%	27
2025 Q3	$1.27M	Buy	16,177 +2,646	+20%	+$200K	0.77%	27
2025 Q2	$984K	Buy	13,531 +39	+0.3%	+$2.62K	0.66%	37
2025 Q1	$887K	Buy	13,492 +45	+0.3%	+$3.11K	0.65%	39
2024 Q4	$927K	Buy	13,447 +789	+6%	+$54.7K	0.63%	34
2024 Q3	$855K	Buy	12,658 +40	+0.3%	+$2.6K	0.56%	41
2024 Q2	$808K	Buy	12,618 +44	+0.3%	+$2.71K	0.54%	40
2024 Q1	$774K	Buy	12,574 +48	+0.4%	+$2.81K	0.55%	42
2023 Q4	$700K	Buy	12,526 +3,303	+36%	+$173K	0.54%	43
2023 Q3	$464K	Buy	9,223 +36	+0.4%	+$1.88K	0.4%	52
2023 Q2	$479K	Buy	9,187 +36	+0.4%	+$1.78K	0.39%	52
2023 Q1	$441K	Buy	9,151 +305	+3%	+$14.3K	0.39%	53
2022 Q4	$398K	Buy	8,846 +41	+0.5%	+$1.85K	0.4%	56
2022 Q3	$370K	Buy	8,805 +38	+0.4%	+$1.77K	0.39%	58
2022 Q2	$389K	Buy	8,767 +1,137	+15%	+$54.8K	0.38%	55
2022 Q1	$405K	Buy	+7,630	New	+$400K	0.33%	58

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

Millennium Capital Advisors's SPYM Position: Q2 2026 in Review

Millennium Capital Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.22% in Q2 2026, buying an estimated $3.07K and bringing the position to 16,349 shares worth $1.44M. The position accounts for 0.78% of the portfolio, ranked #27.

Millennium Capital Advisors first reported a position in SPYM in Q1 2022 and has held it in 18 quarters since. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Millennium Capital Advisors held 16,349 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.44M as of Q2 2026.
Millennium Capital Advisors bought 36 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $3.07K.
State Street SPDR Portfolio S&P 500 ETF made up 0.78% of Millennium Capital Advisors's portfolio in Q2 2026, its #27 holding.
Millennium Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and has held it in 18 quarters since.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Millennium Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.