Montgomery Financial Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Montgomery Financial Services’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	$1.08M	Buy	+12,313	New	+$1.05M	0.94%	12

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Montgomery Financial Services's SPYM Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 12,313 shares worth $1.08M. The stake represents 0.94% of the portfolio and ranks #12 among its holdings.

1,653 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Montgomery Financial Services held 12,313 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.08M as of Q2 2026.
State Street SPDR Portfolio S&P 500 ETF was a new Montgomery Financial Services position in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.94% of Montgomery Financial Services's portfolio in Q2 2026, its #12 holding.
1,653 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.