NPI
SPYM

New Perspectives Inc’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

New Perspectives Inc’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 		$64.5M Buy
733,557
+2,949
+0.4% +$252K 19.78% 2
2026
Q1 		$55.9M Sell
730,608
-4,611
-0.6% -$369K 19.37% 2
2025
Q4 		$59M Buy
735,219
+4,532
+0.6% +$360K 20.45% 2
2025
Q3 		$57.2M Sell
730,687
-42,854
-6% -$3.23M 25.62% 1
2025
Q2 		$56.2M Sell
773,541
-33,911
-4% -$2.28M 27.81% 1
2025
Q1 		$53.1M Sell
807,452
-59,472
-7% -$4.11M 28.33% 1
2024
Q4 		$59.8M Sell
866,924
-16,572
-2% -$1.15M 32.03% 1
2024
Q3 		$59.6M Sell
883,496
-801
-0.1% -$52.1K 31.77% 1
2024
Q2 		$56.6M Buy
884,297
+839
+0.1% +$51.7K 30.21% 1
2024
Q1 		$54.4M Buy
+883,458
New +$51.7M 30.1% 1
2022
Q4 		$36.1M Buy
803,090
+38,657
+5% +$1.75M 27.7% 1
2022
Q3 		$32.1M Buy
764,433
+10,158
+1% +$474K 27.63% 1
2022
Q2 		$33.4M Buy
754,275
+15,670
+2% +$755K 27.24% 1
2022
Q1 		$39.2M Buy
738,605
+24,366
+3% +$1.28M 28.27% 1
2021
Q4 		$39.9M Sell
714,239
-58,702
-8% -$3.17M 28.21% 1
2021
Q3 		$39M Buy
772,941
+22,039
+3% +$1.14M 28.8% 1
2021
Q2 		$37.8M Buy
+750,902
New +$36.9M 29.35% 1

Other funds holding SPYM

GT
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
GI
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
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
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

New Perspectives Inc's SPYM Position: Q2 2026 in Review

New Perspectives Inc increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.4% in Q2 2026, buying an estimated $252K and bringing the position to 733,557 shares worth $64.5M. The position accounts for 19.78% of the portfolio, ranked #2.

New Perspectives Inc first reported a position in SPYM in Q2 2021 and has held it in 17 quarters since. 624 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • New Perspectives Inc held 733,557 shares of State Street SPDR Portfolio S&P 500 ETF worth $64.5M as of Q2 2026.
  • New Perspectives Inc bought 2,949 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $252K.
  • State Street SPDR Portfolio S&P 500 ETF made up 19.78% of New Perspectives Inc's portfolio in Q2 2026, its #2 holding.
  • New Perspectives Inc first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2021 and has held it in 17 quarters since.
  • 624 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on New Perspectives Inc's 13F filing for Q2 2026, filed 22 Jul 2026.