Northstar Advisory Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Northstar Advisory Group’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	$34.2M	Buy	389,347 +84,840	+28%	+$7.24M	10.61%	1
2026 Q1	$23.3M	Buy	304,507 +281,577	+1,228%	+$22.5M	8.68%	1
2025 Q4	$1.84M	Buy	22,930 +16,585	+261%	+$1.32M	0.65%	43
2025 Q3	$497K	Buy	6,345 +258	+4%	+$19.5K	0.2%	79
2025 Q2	$442K	Buy	+6,087	New	+$409K	0.22%	75
2021 Q4	–	Sell	-161,052	Closed	-$8.13M	–	126
2021 Q3	$8.13M	Buy	+161,052	New	+$8.35M	7.96%	2

Other funds holding SPYM

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

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Northstar Advisory Group's SPYM Position: Q2 2026 in Review

Northstar Advisory Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 28% in Q2 2026, buying an estimated $7.24M and bringing the position to 389,347 shares worth $34.2M. The position accounts for 10.61% of the portfolio, ranked #1.

Northstar Advisory Group first reported a position in SPYM in Q3 2021 and has held it in 6 quarters since. 890 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Northstar Advisory Group held 389,347 shares of State Street SPDR Portfolio S&P 500 ETF worth $34.2M as of Q2 2026.
Northstar Advisory Group bought 84,840 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $7.24M.
State Street SPDR Portfolio S&P 500 ETF made up 10.61% of Northstar Advisory Group's portfolio in Q2 2026, its #1 holding.
Northstar Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2021 and has held it in 6 quarters since.
890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.