NIA
SPYM

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

NBZ Investment 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 		$34.7M Sell
394,763
-4,305
-1% -$367K 13.53% 1
2026
Q1 		$30.5M Buy
399,068
+197,519
+98% +$15.8M 13.33% 1
2025
Q4 		$16.2M Sell
201,549
-175,094
-46% -$13.9M 7.04% 4
2025
Q3 		$29.5M Buy
376,643
+179,927
+91% +$13.6M 15.39% 1
2025
Q2 		$14.3M Buy
196,716
+1,605
+0.8% +$108K 8.14% 2
2025
Q1 		$12.8M Sell
195,111
-200,491
-51% -$13.9M 7.39% 3
2024
Q4 		$27.3M Buy
+395,602
New +$27.4M 15.23% 1

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Creative Planning
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

NBZ Investment Advisors's SPYM Position: Q2 2026 in Review

NBZ Investment Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.1% in Q2 2026, selling an estimated $367K and leaving 394,763 shares worth $34.7M. The position accounts for 13.53% of the portfolio, ranked #1.

NBZ Investment Advisors first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. 1,705 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • NBZ Investment Advisors held 394,763 shares of State Street SPDR Portfolio S&P 500 ETF worth $34.7M as of Q2 2026.
  • NBZ Investment Advisors sold 4,305 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $367K.
  • State Street SPDR Portfolio S&P 500 ETF made up 13.53% of NBZ Investment Advisors's portfolio in Q2 2026, its #1 holding.
  • NBZ Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,705 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on NBZ Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.