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

&Partners’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	$17.2M	Buy	196,615 +18,201	+10%	+$1.55M	0.07%	256
2026 Q1	$13.7M	Buy	178,414 +74,430	+72%	+$5.95M	0.07%	267
2025 Q4	$8.3M	Buy	103,984 +33,157	+47%	+$2.64M	0.04%	354
2025 Q3	$5.55M	Buy	70,827 +7,293	+11%	+$550K	0.04%	394
2025 Q2	$4.5M	Buy	63,534 +33,982	+115%	+$2.29M	0.03%	396
2025 Q1	$1.85M	Buy	29,552 +7,407	+33%	+$512K	0.02%	569
2024 Q4	$1.54M	Buy	22,145 +11,963	+117%	+$829K	0.02%	589
2024 Q3	$687K	Sell	10,182 -4,141	-29%	-$269K	0.01%	717
2024 Q2	$917K	Buy	14,323 +6,374	+80%	+$392K	0.04%	376
2024 Q1	$489K	Buy	+7,949	New	+$466K	0.07%	273

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

&Partners's SPYM Position: Q2 2026 in Review

&Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 10% in Q2 2026, buying an estimated $1.55M and bringing the position to 196,615 shares worth $17.2M. The position accounts for 0.07% of the portfolio, ranked #256.

&Partners first reported a position in SPYM in Q1 2024 and has held it in 10 quarters since. 1,720 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

&Partners held 196,615 shares of State Street SPDR Portfolio S&P 500 ETF worth $17.2M as of Q2 2026.
&Partners bought 18,201 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.55M.
State Street SPDR Portfolio S&P 500 ETF made up 0.07% of &Partners's portfolio in Q2 2026, its #256 holding.
&Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 10 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 &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.