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

Operose 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	$2.64K	Hold	30	–	–	﹤0.01%	454
2026 Q1	$2.3K	Hold	30	–	–	﹤0.01%	488
2025 Q4	$2.41K	Hold	30	–	–	﹤0.01%	431
2025 Q3	$2.35K	Hold	30	–	–	﹤0.01%	408
2025 Q2	$2.18K	Hold	30	–	–	﹤0.01%	379
2025 Q1	$1.97K	Buy	+30	New	+$2.08K	﹤0.01%	361

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

Operose Advisors's SPYM Position: Q2 2026 in Review

Operose Advisors held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 30 shares worth $2.64K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Operose Advisors first reported a position in SPYM in Q1 2025 and has held it in 6 quarters since. 1,705 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Operose Advisors held 30 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.64K as of Q2 2026.
Operose Advisors left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Operose Advisors's portfolio in Q2 2026, its #454 holding.
Operose Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
1,705 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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