NF
SPYM

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

Nikulski Financial’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 		$545K Sell
6,201
-905
-13% -$77.2K 0.12% 130
2026
Q1 		$544K Sell
7,106
-828
-10% -$66.2K 0.13% 127
2025
Q4 		$636K Sell
7,934
-6,241
-44% -$496K 0.15% 105
2025
Q3 		$1.11M Sell
14,175
-22
-0.2% -$1.66K 0.28% 77
2025
Q2 		$1.03M Sell
14,197
-210
-1% -$14.1K 0.28% 76
2025
Q1 		$947K Sell
14,407
-319
-2% -$22.1K 0.29% 74
2024
Q4 		$1.02M Sell
14,726
-219
-1% -$15.2K 0.3% 73
2024
Q3 		$1.01M Buy
14,945
+10
+0.1% +$650 0.3% 74
2024
Q2 		$956K Buy
14,935
+22
+0.1% +$1.35K 0.3% 72
2024
Q1 		$918K Sell
14,913
-5,137
-26% -$301K 0.3% 74
2023
Q4 		$1.12M Buy
20,050
+362
+2% +$19K 0.41% 58
2023
Q3 		$990K Sell
19,688
-390
-2% -$20.4K 0.41% 61
2023
Q2 		$1.05M Sell
20,078
-192
-0.9% -$9.47K 0.43% 59
2023
Q1 		$976K Sell
20,270
-1,958
-9% -$91.9K 0.43% 56
2022
Q4 		$1,000K Sell
22,228
-2,077
-9% -$93.9K 0.48% 52
2022
Q3 		$1.02M Buy
24,305
+36
+0.1% +$1.68K 0.53% 47
2022
Q2 		$1.08M Sell
24,269
-229
-0.9% -$11K 0.53% 48
2022
Q1 		$1.3M Sell
24,498
-543
-2% -$28.4K 0.55% 47
2021
Q4 		$1.4M Buy
25,041
+507
+2% +$27.4K 0.59% 44
2021
Q3 		$1.24M Sell
24,534
-236
-1% -$12.2K 0.57% 50
2021
Q2 		$1.27M Sell
24,770
-7,752
-24% -$380K 0.59% 47
2021
Q1 		$1.52M Sell
32,522
-4,457
-12% -$202K 0.78% 36
2020
Q4 		$1.63M Sell
36,979
-586
-2% -$24.4K 0.89% 36
2020
Q3 		$1.48M Sell
37,565
-48
-0.1% -$1.87K 0.94% 33
2020
Q2 		$1.36M Sell
37,613
-4,944
-12% -$170K 0.96% 31
2020
Q1 		$1.29M Buy
42,557
+784
+2% +$28.1K 1.12% 31
2019
Q4 		$1.6M Buy
41,773
+5,865
+16% +$212K 1.16% 28
2019
Q3 		$1.25M Buy
35,908
+1,102
+3% +$38.3K 1.04% 29
2019
Q2 		$1.22M Buy
34,806
+1,464
+4% +$49.6K 1.03% 30
2019
Q1 		$1.11M Sell
33,342
-2,189
-6% -$69.9K 1.08% 30
2018
Q4 		$1.04M Sell
35,531
-3,443
-9% -$109K 1.09% 30
2018
Q3 		$1.23M Buy
38,974
+4,120
+12% +$138K 1.15% 27
2018
Q2 		$1.11M Buy
34,854
+10,570
+44% +$335K 1.02% 33
2018
Q1 		$751K Buy
24,284
+12,227
+101% +$391K 0.74% 39
2017
Q4 		$378K Buy
+12,057
New +$368K 0.41% 51

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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Nikulski Financial's SPYM Position: Q2 2026 in Review

Nikulski Financial reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 13% in Q2 2026, selling an estimated $77.2K and leaving 6,201 shares worth $545K. The position accounts for 0.12% of the portfolio, ranked #130.

Nikulski Financial first reported a position in SPYM in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.63M in Q4 2020. 828 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Nikulski Financial held 6,201 shares of State Street SPDR Portfolio S&P 500 ETF worth $545K as of Q2 2026.
  • Nikulski Financial sold 905 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $77.2K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.12% of Nikulski Financial's portfolio in Q2 2026, its #130 holding.
  • Nikulski Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2017 and has held it in 35 quarters since.
  • Nikulski Financial's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.63M in Q4 2020.
  • 828 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.