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

Naples Global 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	$11.6M	Buy	131,558 +1,643	+1%	+$140K	0.71%	36
2026 Q1	$9.94M	Buy	129,915 +2,488	+2%	+$199K	0.73%	35
2025 Q4	$10.2M	Buy	127,427 +3,642	+3%	+$290K	0.76%	29
2025 Q3	$9.7M	Buy	123,785 +5,457	+5%	+$412K	0.76%	28
2025 Q2	$8.6M	Buy	118,328 +14,175	+14%	+$953K	0.74%	30
2025 Q1	$6.85M	Buy	104,153 +15,908	+18%	+$1.1M	0.65%	37
2024 Q4	$6.08M	Buy	88,245 +16,225	+23%	+$1.12M	0.57%	47
2024 Q3	$4.86M	Buy	72,020 +4,137	+6%	+$269K	0.45%	68
2024 Q2	$4.34M	Buy	67,883 +11,534	+20%	+$710K	0.44%	68
2024 Q1	$3.47M	Buy	56,349 +5,840	+12%	+$342K	0.35%	83
2023 Q4	$2.82M	Buy	50,509 +16,528	+49%	+$866K	0.31%	93
2023 Q3	$1.71M	Buy	33,981 +11,545	+51%	+$604K	0.21%	134
2023 Q2	$1.17M	Buy	22,436 +5,556	+33%	+$274K	0.14%	189
2023 Q1	$813K	Buy	16,880 +269	+2%	+$12.6K	0.1%	226
2022 Q4	$747K	Buy	16,611 +951	+6%	+$43K	0.1%	238
2022 Q3	$658K	Buy	15,660 +2,080	+15%	+$97.1K	0.09%	239
2022 Q2	$602K	Buy	13,580 +400	+3%	+$19.3K	0.08%	254
2022 Q1	$700K	Buy	13,180 +355	+3%	+$18.6K	0.08%	243
2021 Q4	$716K	Hold	12,825	–	–	0.08%	239
2021 Q3	$647K	Buy	12,825 +1,000	+8%	+$51.9K	0.09%	244
2021 Q2	$595K	Buy	11,825 +200	+2%	+$9.81K	0.08%	255
2021 Q1	$542K	Hold	11,625	–	–	0.08%	252
2020 Q4	$511K	Buy	11,625 +320	+3%	+$13.3K	0.09%	243
2020 Q3	$445K	Buy	11,305 +500	+5%	+$19.5K	0.09%	236
2020 Q2	$392K	Buy	10,805 +1,630	+18%	+$56K	0.08%	242
2020 Q1	$278K	Sell	9,175 -650	-7%	-$23.3K	0.07%	258
2019 Q4	$372K	Buy	9,825 +300	+3%	+$10.8K	0.08%	249
2019 Q3	$332K	Buy	9,525 +120	+1%	+$4.17K	0.08%	256
2019 Q2	$325K	Buy	9,405 +230	+3%	+$7.79K	0.08%	252
2019 Q1	$305K	Buy	+9,175	New	+$293K	0.08%	249

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

Naples Global Advisors's SPYM Position: Q2 2026 in Review

Naples Global Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.3% in Q2 2026, buying an estimated $140K and bringing the position to 131,558 shares worth $11.6M. The position accounts for 0.71% of the portfolio, ranked #36.

Naples Global Advisors first reported a position in SPYM in Q1 2019 and has held it in 30 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Naples Global Advisors held 131,558 shares of State Street SPDR Portfolio S&P 500 ETF worth $11.6M as of Q2 2026.
Naples Global Advisors bought 1,643 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $140K.
State Street SPDR Portfolio S&P 500 ETF made up 0.71% of Naples Global Advisors's portfolio in Q2 2026, its #36 holding.
Naples Global Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2019 and has held it in 30 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 Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.