NovaPoint Capital’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

NovaPoint Capital’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	$17.9M	Buy	204,030 +4,261	+2%	+$364K	3.73%	2
2026 Q1	$15.3M	Buy	199,769 +1,471	+0.7%	+$118K	3.84%	2
2025 Q4	$15.9M	Buy	198,298 +5,628	+3%	+$448K	4.1%	1
2025 Q3	$15.1M	Buy	192,670 +9,694	+5%	+$731K	3.69%	1
2025 Q2	$13.3M	Buy	182,976 +903	+0.5%	+$60.7K	4.08%	2
2025 Q1	$12M	Buy	182,073 +7,989	+5%	+$553K	3.69%	3
2024 Q4	$12M	Buy	174,084 +1,582	+0.9%	+$110K	3.66%	5
2024 Q3	$11.6M	Buy	172,502 +16,650	+11%	+$1.08M	3.61%	5
2024 Q2	$9.97M	Buy	155,852 +1,034	+0.7%	+$63.7K	3.38%	6
2024 Q1	$9.53M	Sell	154,818 -11,388	-7%	-$667K	3.34%	5
2023 Q4	$9.29M	Buy	166,206 +18,525	+13%	+$971K	3.45%	6
2023 Q3	$7.42M	Sell	147,681 -1,933	-1%	-$101K	2.95%	6
2023 Q2	$7.8M	Buy	149,614 +11,617	+8%	+$573K	2.91%	7
2023 Q1	$6.64M	Buy	137,997 +8,239	+6%	+$387K	2.72%	7
2022 Q4	$5.84M	Buy	129,758 +965	+0.7%	+$43.6K	2.55%	6
2022 Q3	$5.41M	Buy	128,793 +23,389	+22%	+$1.09M	2.46%	7
2022 Q2	$4.67M	Sell	105,404 -23,593	-18%	-$1.14M	2.03%	7
2022 Q1	$6.85M	Buy	128,997 +7,206	+6%	+$377K	2.49%	7
2021 Q4	$6.8M	Buy	121,791 +7,757	+7%	+$419K	2.44%	9
2021 Q3	$5.75M	Sell	114,034 -4,644	-4%	-$241K	2.31%	10
2021 Q2	$5.97M	Sell	118,678 -13,766	-10%	-$676K	2.47%	9
2021 Q1	$6.17M	Buy	132,444 +1,071	+0.8%	+$48.6K	2.89%	5
2020 Q4	$5.78M	Buy	131,373 +11,482	+10%	+$479K	3.01%	5
2020 Q3	$4.72M	Buy	119,891 +2,570	+2%	+$100K	3.06%	6
2020 Q2	$4.25M	Sell	117,321 -2,249	-2%	-$77.3K	3.17%	5
2020 Q1	$3.62M	Buy	119,570 +74,119	+163%	+$2.66M	3.31%	5
2019 Q4	$1.72M	Buy	+45,451	New	+$1.64M	1.35%	29

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

NovaPoint Capital's SPYM Position: Q2 2026 in Review

NovaPoint Capital increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.1% in Q2 2026, buying an estimated $364K and bringing the position to 204,030 shares worth $17.9M. The position accounts for 3.73% of the portfolio, ranked #2.

NovaPoint Capital first reported a position in SPYM in Q4 2019 and has held it in 27 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

NovaPoint Capital held 204,030 shares of State Street SPDR Portfolio S&P 500 ETF worth $17.9M as of Q2 2026.
NovaPoint Capital bought 4,261 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $364K.
State Street SPDR Portfolio S&P 500 ETF made up 3.73% of NovaPoint Capital's portfolio in Q2 2026, its #2 holding.
NovaPoint Capital first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on NovaPoint Capital's 13F filing for Q2 2026, filed 6 Aug 2026.