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

Mutual 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	$18M	Buy	205,218 +24,493	+14%	+$2.09M	0.34%	48
2026 Q1	$13.8M	Sell	180,725 -13,249	-7%	-$1.06M	0.3%	56
2025 Q4	$15.6M	Sell	193,974 -18,302	-9%	-$1.46M	0.33%	44
2025 Q3	$16.8M	Sell	212,276 -7,290	-3%	-$550K	0.37%	39
2025 Q2	$16.5M	Sell	219,566 -19,199	-8%	-$1.29M	0.41%	35
2025 Q1	$15.5M	Buy	238,765 +32,665	+16%	+$2.26M	0.44%	32
2024 Q4	$14.3M	Sell	206,100 -14,043	-6%	-$973K	0.42%	37
2024 Q3	$15M	Sell	220,143 -3,088	-1%	-$201K	0.44%	31
2024 Q2	$14.3M	Buy	223,231 +21,844	+11%	+$1.34M	0.43%	30
2024 Q1	$12.4M	Buy	201,387 +6,312	+3%	+$370K	0.4%	38
2023 Q4	$10.9M	Buy	195,075 +11,941	+7%	+$626K	0.38%	43
2023 Q3	$9.2M	Buy	183,134 +12,991	+8%	+$680K	0.36%	46
2023 Q2	$8.87M	Sell	170,143 -2,383	-1%	-$118K	0.34%	48
2023 Q1	$8.31M	Buy	172,526 +3,812	+2%	+$179K	0.34%	53
2022 Q4	$7.59M	Buy	168,714 +9,484	+6%	+$429K	0.34%	59
2022 Q3	$6.69M	Buy	159,230 +777	+0.5%	+$36.3K	0.34%	60
2022 Q2	$7.03M	Buy	158,453 +8,465	+6%	+$408K	0.47%	36
2022 Q1	$7.97M	Buy	149,988 +29,697	+25%	+$1.56M	0.45%	42
2021 Q4	$6.72M	Sell	120,291 -1,729	-1%	-$93.4K	0.36%	57
2021 Q3	$6.16M	Buy	122,020 +1,868	+2%	+$96.9K	0.36%	57
2021 Q2	$6.05M	Buy	120,152 +1,124	+0.9%	+$55.2K	0.36%	63
2021 Q1	$5.55M	Sell	119,028 -18,054	-13%	-$819K	0.38%	60
2020 Q4	$6.03M	Sell	137,082 -954	-0.7%	-$39.8K	0.45%	42
2020 Q3	$5.43M	Buy	138,036 +5,162	+4%	+$201K	0.47%	40
2020 Q2	$4.82M	Sell	132,874 -5,151	-4%	-$177K	0.47%	41
2020 Q1	$4.17M	Sell	138,025 -29,340	-18%	-$1.05M	0.57%	36
2019 Q4	$6.33M	Buy	167,365 +19,718	+13%	+$713K	0.67%	28
2019 Q3	$5.14M	Buy	147,647 +6,851	+5%	+$238K	0.68%	26
2019 Q2	$4.86M	Buy	140,796 +56,229	+66%	+$1.91M	0.63%	26
2019 Q1	$2.81M	Buy	84,567 +3,239	+4%	+$103K	0.42%	51
2018 Q4	$2.38M	Buy	+81,328	New	+$2.56M	0.47%	42

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

Mutual Advisors's SPYM Position: Q2 2026 in Review

Mutual Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 14% in Q2 2026, buying an estimated $2.09M and bringing the position to 205,218 shares worth $18M. The position accounts for 0.34% of the portfolio, ranked #48.

Mutual Advisors first reported a position in SPYM in Q4 2018 and has held it in 31 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Mutual Advisors held 205,218 shares of State Street SPDR Portfolio S&P 500 ETF worth $18M as of Q2 2026.
Mutual Advisors bought 24,493 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.09M.
State Street SPDR Portfolio S&P 500 ETF made up 0.34% of Mutual Advisors's portfolio in Q2 2026, its #48 holding.
Mutual Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.