New England Capital Financial Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

New England Capital Financial 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	$13.3K	Hold	151	–	–	﹤0.01%	244
2026 Q1	$11.5K	Hold	151	–	–	﹤0.01%	244
2025 Q4	$12.1K	Buy	151 +1	+0.7%	+$80	﹤0.01%	238
2025 Q3	$11.8K	Hold	150	–	–	0.01%	241
2025 Q2	$10.9K	Buy	150 +1	+0.7%	+$67	0.01%	243
2025 Q1	$9.81K	Hold	149	–	–	0.01%	234
2024 Q4	$10.3K	Buy	149 +1	+0.7%	+$69	0.01%	230
2024 Q3	$10K	Buy	+148	New	+$9.63K	0.01%	233
2023 Q2	–	Sell	-1,687	Closed	-$81.2K	–	435
2023 Q1	$81.2K	Buy	1,687 +7	+0.4%	+$328	0.06%	82
2022 Q4	$78.2K	Buy	+1,680	New	+$75.9K	0.06%	85

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

New England Capital Financial Advisors's SPYM Position: Q2 2026 in Review

New England Capital Financial Advisors held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 151 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

New England Capital Financial Advisors first reported a position in SPYM in Q4 2022 and has held it in 10 quarters since. The position peaked at $81.2K in Q1 2023. 1,705 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

New England Capital Financial Advisors held 151 shares of State Street SPDR Portfolio S&P 500 ETF worth $13.3K as of Q2 2026.
New England Capital Financial Advisors 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 New England Capital Financial Advisors's portfolio in Q2 2026, its #244 holding.
New England Capital Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 10 quarters since.
New England Capital Financial Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $81.2K in Q1 2023.
1,705 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.