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

Nations Financial 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	$8.59M	Sell	97,784 -10,313	-10%	-$880K	0.41%	56
2026 Q1	$8.27M	Buy	108,097 +2,661	+3%	+$213K	0.43%	52
2025 Q4	$8.46M	Buy	105,436 +81,872	+347%	+$6.51M	0.45%	43
2025 Q3	$1.85M	Sell	23,564 -555	-2%	-$41.9K	0.12%	204
2025 Q2	$1.75M	Sell	24,119 -137	-0.6%	-$9.21K	0.12%	194
2025 Q1	$1.6M	Buy	24,256 +2,045	+9%	+$141K	0.12%	195
2024 Q4	$1.53M	Sell	22,211 -68	-0.3%	-$4.71K	0.11%	209
2024 Q3	$1.5M	Buy	22,279 +666	+3%	+$43.3K	0.11%	207
2024 Q2	$1.38M	Sell	21,613 -7,425	-26%	-$457K	0.11%	207
2024 Q1	$1.79M	Buy	29,038 +2,786	+11%	+$163K	0.15%	166
2023 Q4	$1.47M	Buy	26,252 +1,109	+4%	+$58.1K	0.14%	175
2023 Q3	$1.26M	Buy	25,143 +2,161	+9%	+$113K	0.13%	190
2023 Q2	$1.2M	Buy	22,982 +1,630	+8%	+$80.4K	0.12%	207
2023 Q1	$1.03M	Buy	21,352 +1,024	+5%	+$48K	0.11%	222
2022 Q4	$914K	Buy	20,328 +103	+0.5%	+$4.66K	0.1%	236
2022 Q3	$849K	Buy	20,225 +54	+0.3%	+$2.52K	0.12%	195
2022 Q2	$894K	Sell	20,171 -22,657	-53%	-$1.09M	0.12%	205
2022 Q1	$2.27M	Buy	42,828 +893	+2%	+$46.8K	0.27%	87
2021 Q4	$2.34M	Sell	41,935 -377	-0.9%	-$20.4K	0.31%	75
2021 Q3	$2.13M	Buy	42,312 +44	+0.1%	+$2.28K	0.32%	68
2021 Q2	$2.13M	Sell	42,268 -5,293	-11%	-$260K	0.36%	69
2021 Q1	$2.22M	Sell	47,561 -4,019	-8%	-$182K	0.5%	35
2020 Q4	$2.27M	Sell	51,580 -25,981	-33%	-$1.08M	0.6%	32
2020 Q3	$3.05M	Sell	77,561 -5,775	-7%	-$225K	0.95%	18
2020 Q2	$3.02M	Buy	83,336 +2,083	+3%	+$71.6K	1.07%	15
2020 Q1	$2.46M	Buy	81,253 +2,915	+4%	+$105K	1.05%	18
2019 Q4	$2.96M	Buy	78,338 +2,568	+3%	+$92.9K	1.02%	15
2019 Q3	$2.7M	Buy	+75,770	New	+$2.63M	0.97%	19

Other funds holding SPYM

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Nations Financial Group's SPYM Position: Q2 2026 in Review

Nations Financial Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 9.5% in Q2 2026, selling an estimated $880K and leaving 97,784 shares worth $8.59M. The position accounts for 0.41% of the portfolio, ranked #56.

Nations Financial Group first reported a position in SPYM in Q3 2019 and has held it in 28 quarters since. 624 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Nations Financial Group held 97,784 shares of State Street SPDR Portfolio S&P 500 ETF worth $8.59M as of Q2 2026.
Nations Financial Group sold 10,313 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $880K.
State Street SPDR Portfolio S&P 500 ETF made up 0.41% of Nations Financial Group's portfolio in Q2 2026, its #56 holding.
Nations Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2019 and has held it in 28 quarters since.
624 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.