Note Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Note Advisors’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	$221K	Buy	+2,519	New	+$215K	0.1%	82
2026 Q1	–	Sell	-2,504	Closed	-$202K	–	86
2025 Q4	$202K	Buy	+2,504	New	+$199K	0.1%	82

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Note Advisors's SPYM Position: Q2 2026 in Review

Note Advisors opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 2,519 shares worth $221K. The stake represents 0.1% of the portfolio and ranks #82 among its holdings. This is a return to the name: Note Advisors previously reported a position in SPYM as recently as Q4 2025.

Note Advisors first reported a position in SPYM in Q4 2025 and has held it in 2 quarters since. 1,720 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Note Advisors held 2,519 shares of State Street SPDR Portfolio S&P 500 ETF worth $221K as of Q2 2026.
State Street SPDR Portfolio S&P 500 ETF was a new Note Advisors position in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.1% of Note Advisors's portfolio in Q2 2026, its #82 holding.
Note Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 2 quarters since.
1,720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Note Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.