Moisand Fitzgerald Tamayo’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.14M | Sell |
69,872
-2,924
| -4% | -$249K | 0.6% | 19 |
|
|
2026
Q1 | $5.57M | Sell |
72,796
-1,778
| -2% | -$142K | 0.6% | 18 |
|
|
2025
Q4 | $5.98M | Sell |
74,574
-3,205
| -4% | -$255K | 0.68% | 17 |
|
|
2025
Q3 | $6.09M | Sell |
77,779
-823
| -1% | -$62.1K | 0.72% | 17 |
|
|
2025
Q2 | $5.71M | Sell |
78,602
-1,210
| -2% | -$81.4K | 0.72% | 17 |
|
|
2025
Q1 | $5.25M | Sell |
79,812
-1,923
| -2% | -$133K | 0.73% | 19 |
|
|
2024
Q4 | $5.63M | Sell |
81,735
-9,632
| -11% | -$668K | 0.8% | 19 |
|
|
2024
Q3 | $6.17M | Sell |
91,367
-15,197
| -14% | -$988K | 0.85% | 19 |
|
|
2024
Q2 | $6.82M | Sell |
106,564
-20,088
| -16% | -$1.24M | 1.02% | 18 |
|
|
2024
Q1 | $7.79M | Sell |
126,652
-61,733
| -33% | -$3.62M | 1.19% | 18 |
|
|
2023
Q4 | $10.5M | Sell |
188,385
-145,707
| -44% | -$7.63M | 1.82% | 17 |
|
|
2023
Q3 | $16.8M | Sell |
334,092
-7,837
| -2% | -$410K | 3.54% | 8 |
|
|
2023
Q2 | $17.8M | Buy |
341,929
+328
| +0.1% | +$16.2K | 3.64% | 8 |
|
|
2023
Q1 | $16.4M | Buy |
341,601
+22,287
| +7% | +$1.05M | 3.51% | 9 |
|
|
2022
Q4 | $14.4M | Buy |
319,314
+18,382
| +6% | +$831K | 3.27% | 9 |
|
|
2022
Q3 | $12.6M | Buy |
300,932
+12,954
| +4% | +$605K | 3.46% | 10 |
|
|
2022
Q2 | $12.8M | Buy |
287,978
+98,495
| +52% | +$4.75M | 3.43% | 11 |
|
|
2022
Q1 | $10.1M | Sell |
189,483
-103,089
| -35% | -$5.4M | 4.58% | 6 |
|
|
2021
Q4 | $16.3M | Sell |
292,572
-60,535
| -17% | -$3.27M | 4.6% | 6 |
|
|
2021
Q3 | $17.8M | Buy |
353,107
+13,823
| +4% | +$717K | 5.99% | 3 |
|
|
2021
Q2 | $17.1M | Buy |
339,284
+14,379
| +4% | +$706K | 6.2% | 4 |
|
|
2021
Q1 | $15.1M | Buy |
324,905
+1,767
| +0.5% | +$80.1K | 6.54% | 4 |
|
|
2020
Q4 | $14.2M | Buy |
323,138
+4,801
| +2% | +$200K | 6.4% | 4 |
|
|
2020
Q3 | $12.5M | Sell |
318,337
-7,919
| -2% | -$308K | 6.48% | 4 |
|
|
2020
Q2 | $11.8M | Buy |
326,256
+7,185
| +2% | +$247K | 6.51% | 4 |
|
|
2020
Q1 | $9.65M | Buy |
319,071
+31,305
| +11% | +$1.12M | 6.3% | 4 |
|
|
2019
Q4 | $10.9M | Sell |
287,766
-5,502
| -2% | -$199K | 5.62% | 5 |
|
|
2019
Q3 | $10.2M | Buy |
293,268
+16,662
| +6% | +$579K | 5.53% | 6 |
|
|
2019
Q2 | $9.55M | Buy |
276,606
+1,991
| +0.7% | +$67.5K | 5.2% | 6 |
|
|
2019
Q1 | $9.13M | Buy |
274,615
+14,882
| +6% | +$475K | 5.07% | 6 |
|
|
2018
Q4 | $7.59M | Buy |
259,733
+12,270
| +5% | +$387K | 4.75% | 6 |
|
|
2018
Q3 | $8.43M | Buy |
247,463
+2,769
| +1% | +$92.6K | 4.69% | 6 |
|
|
2018
Q2 | $7.8M | Buy |
244,694
+8,395
| +4% | +$266K | 4.54% | 6 |
|
|
2018
Q1 | $7.31M | Buy |
+236,299
| New | +$7.56M | 4.34% | 6 |
|
Other funds holding SPYM
APTFM
UIM
Moisand Fitzgerald Tamayo's SPYM Position: Q2 2026 in Review
Moisand Fitzgerald Tamayo reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4% in Q2 2026, selling an estimated $249K and leaving 69,872 shares worth $6.14M. The position accounts for 0.6% of the portfolio, ranked #19.
Moisand Fitzgerald Tamayo first reported a position in SPYM in Q1 2018 and has held it in 34 quarters since. The position peaked at $17.8M in Q3 2021. 1,725 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.
- Moisand Fitzgerald Tamayo held 69,872 shares of State Street SPDR Portfolio S&P 500 ETF worth $6.14M as of Q2 2026.
- Moisand Fitzgerald Tamayo sold 2,924 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $249K.
- State Street SPDR Portfolio S&P 500 ETF made up 0.6% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #19 holding.
- Moisand Fitzgerald Tamayo first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2018 and has held it in 34 quarters since.
- Moisand Fitzgerald Tamayo's State Street SPDR Portfolio S&P 500 ETF position peaked at $17.8M in Q3 2021.
- 1,725 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.
Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.