Nalls Sherbakoff Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Nalls Sherbakoff Group’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	$843	Hold	10	–	–	﹤0.01%	351
2026 Q1	$732	Hold	10	–	–	﹤0.01%	388
2025 Q4	$766	Hold	10	–	–	﹤0.01%	416
2025 Q3	$746	Buy	10 +1	+11%	+$75	﹤0.01%	404
2025 Q2	$690	Hold	9	–	–	﹤0.01%	408
2025 Q1	$622	Buy	+9	New	+$622	﹤0.01%	414
2023 Q4	$576	Hold	10	–	–	﹤0.01%	414
2023 Q3	$516	Hold	10	–	–	﹤0.01%	428
2023 Q2	$500	Hold	10	–	–	﹤0.01%	449
2023 Q1	$483	Buy	+10	New	+$469	﹤0.01%	485

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

Nalls Sherbakoff Group's SPYM Position: Q2 2026 in Review

Nalls Sherbakoff Group held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 10 shares worth $843. The position accounts for ﹤0.01% of the portfolio, ranked #351.

Nalls Sherbakoff Group first reported a position in SPYM in Q1 2023 and has held it in 10 quarters since. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Nalls Sherbakoff Group held 10 shares of State Street SPDR Portfolio S&P 500 ETF worth $843 as of Q2 2026.
Nalls Sherbakoff Group left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #351 holding.
Nalls Sherbakoff Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and has held it in 10 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 Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.