NorthAvenue LLC’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

NorthAvenue LLC’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	$68.3K	Buy	+777	New	+$66.3K	0.05%	62

Other funds holding SPYM

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

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

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

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

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

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

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

NorthAvenue LLC's SPYM Position: Q2 2026 in Review

NorthAvenue LLC opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 777 shares worth $68.3K. The stake represents 0.05% of the portfolio and ranks #62 among its holdings.

458 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

NorthAvenue LLC held 777 shares of State Street SPDR Portfolio S&P 500 ETF worth $68.3K as of Q2 2026.
State Street SPDR Portfolio S&P 500 ETF was a new NorthAvenue LLC position in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.05% of NorthAvenue LLC's portfolio in Q2 2026, its #62 holding.
458 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.