NorthRock Partners’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

NorthRock Partners’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	$407M	Buy	4,629,596 +465,087	+11%	+$39.7M	5.9%	3
2026 Q1	$319M	Buy	4,164,509 +355,073	+9%	+$28.4M	5.14%	3
2025 Q4	$306M	Buy	3,809,436 +111,691	+3%	+$8.88M	5.16%	3
2025 Q3	$290M	Buy	3,697,745 +65,381	+2%	+$4.93M	5.23%	2
2025 Q2	$264M	Buy	3,632,364 +236,759	+7%	+$15.9M	6.88%	2
2025 Q1	$223M	Buy	3,395,605 +176,332	+5%	+$12.2M	7.49%	3
2024 Q4	$222M	Buy	3,219,273 +3,216,429	+113,095%	+$223M	7.23%	2
2024 Q3	$192K	Buy	2,844 +61	+2%	+$3.97K	0.01%	610
2024 Q2	$178K	Sell	2,783 -10	-0.4%	-$616	0.01%	584
2024 Q1	$172K	Buy	+2,793	New	+$164K	0.01%	596

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

NorthRock Partners's SPYM Position: Q2 2026 in Review

NorthRock Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 11% in Q2 2026, buying an estimated $39.7M and bringing the position to 4,629,596 shares worth $407M. The position accounts for 5.9% of the portfolio, ranked #3.

NorthRock Partners first reported a position in SPYM in Q1 2024 and has held it in 10 quarters since. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

NorthRock Partners held 4,629,596 shares of State Street SPDR Portfolio S&P 500 ETF worth $407M as of Q2 2026.
NorthRock Partners bought 465,087 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $39.7M.
State Street SPDR Portfolio S&P 500 ETF made up 5.9% of NorthRock Partners's portfolio in Q2 2026, its #3 holding.
NorthRock Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.