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

Optimist Retirement 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	$813K	Buy	9,268 +13	+0.1%	+$1.11K	0.31%	55
2026 Q1	$707K	Buy	9,255 +14	+0.2%	+$1.12K	0.31%	46
2025 Q4	$740K	Sell	9,241 -312	-3%	-$24.8K	0.34%	42
2025 Q3	$747K	Buy	9,553 +15	+0.2%	+$1.13K	0.34%	45
2025 Q2	$693K	Buy	9,538 +27	+0.3%	+$1.82K	0.33%	45
2025 Q1	$625K	Buy	9,511 +17	+0.2%	+$1.18K	0.31%	46
2024 Q4	$654K	Sell	9,494 -292	-3%	-$20.2K	0.31%	47
2024 Q3	$660K	Buy	9,786 +16	+0.2%	+$1.04K	0.3%	48
2024 Q2	$625K	Buy	9,770 +17	+0.2%	+$1.05K	0.33%	46
2024 Q1	$600K	Sell	9,753 -1,911	-16%	-$112K	0.31%	47
2023 Q4	$652K	Buy	+11,664	New	+$611K	0.42%	39

Other funds holding SPYM

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

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

USS Investment Management London, United Kingdom $27.8B AUM 39.41% 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

Optimist Retirement Group's SPYM Position: Q2 2026 in Review

Optimist Retirement Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.14% in Q2 2026, buying an estimated $1.11K and bringing the position to 9,268 shares worth $813K. The position accounts for 0.31% of the portfolio, ranked #55.

Optimist Retirement Group first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. 1,736 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Optimist Retirement Group held 9,268 shares of State Street SPDR Portfolio S&P 500 ETF worth $813K as of Q2 2026.
Optimist Retirement Group bought 13 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.11K.
State Street SPDR Portfolio S&P 500 ETF made up 0.31% of Optimist Retirement Group's portfolio in Q2 2026, its #55 holding.
Optimist Retirement Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
1,736 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.