PFGIA
SPYM

Patriot Financial Group Insurance Agency’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Patriot Financial Group Insurance Agency’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 		$13.3M Sell
150,877
-77,165
-34% -$6.58M 1.36% 10
2026
Q1 		$17.5M Buy
228,042
+129,283
+131% +$10.3M 0.98% 15
2025
Q4 		$7.92M Buy
98,759
+5,286
+6% +$420K 0.94% 15
2025
Q3 		$7.32M Sell
93,473
-13,410
-13% -$1.01M 0.94% 17
2025
Q2 		$7.77M Sell
106,883
-29,807
-22% -$2M 0.89% 16
2025
Q1 		$8.99M Sell
136,690
-1,924
-1% -$133K 1.21% 13
2024
Q4 		$9.56M Buy
138,614
+659
+0.5% +$45.7K 1.28% 12
2024
Q3 		$9.31M Sell
137,955
-12,138
-8% -$789K 1.25% 9
2024
Q2 		$9.61M Sell
150,093
-4,511
-3% -$278K 1.41% 9
2024
Q1 		$9.51M Sell
154,604
-15,993
-9% -$937K 1.51% 9
2023
Q4 		$9.54M Buy
170,597
+14,783
+9% +$774K 1.8% 6
2023
Q3 		$7.83M Buy
155,814
+16,292
+12% +$852K 1.62% 7
2023
Q2 		$7.27M Sell
139,522
-13,986
-9% -$690K 1.37% 12
2023
Q1 		$7.39M Buy
153,508
+64
+0% +$3K 1.5% 12
2022
Q4 		$6.9M Buy
153,444
+160
+0.1% +$7.23K 0.93% 14
2022
Q3 		$6.44M Buy
153,284
+8,653
+6% +$404K 1.57% 11
2022
Q2 		$6.41M Buy
144,631
+254
+0.2% +$12.2K 1.3% 13
2022
Q1 		$7.67M Buy
144,377
+37,019
+34% +$1.94M 1.37% 8
2021
Q4 		$5.99M Buy
107,358
+16,053
+18% +$867K 1% 16
2021
Q3 		$4.61M Buy
91,305
+6,394
+8% +$332K 0.82% 19
2021
Q2 		$4.27M Sell
84,911
-2,377
-3% -$117K 0.78% 19
2021
Q1 		$4.07M Buy
87,288
+1,103
+1% +$50K 0.93% 13
2020
Q4 		$3.79M Buy
86,185
+12,379
+17% +$516K 0.95% 13
2020
Q3 		$2.9M Buy
73,806
+381
+0.5% +$14.8K 0.94% 14
2020
Q2 		$2.66M Buy
73,425
+11,149
+18% +$383K 1.02% 11
2020
Q1 		$1.88M Buy
62,276
+36,474
+141% +$1.31M 0.86% 16
2019
Q4 		$1.08M Buy
25,802
+676
+3% +$24.4K 0.4% 44
2019
Q3 		$876K Buy
25,126
+8,446
+51% +$294K 0.39% 48
2019
Q2 		$582K Buy
16,680
+6,387
+62% +$216K 0.25% 66
2019
Q1 		$342K Buy
10,293
+6,355
+161% +$203K 0.18% 103
2018
Q4 		$115K Buy
3,938
+148
+4% +$4.67K 0.08% 189
2018
Q3 		$129K Buy
+3,790
New +$127K 0.08% 170

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Creative Planning
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

Patriot Financial Group Insurance Agency's SPYM Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 34% in Q2 2026, selling an estimated $6.58M and leaving 150,877 shares worth $13.3M. The position accounts for 1.36% of the portfolio, ranked #10.

Patriot Financial Group Insurance Agency first reported a position in SPYM in Q3 2018 and has held it in 32 quarters since. The position peaked at $17.5M in Q1 2026. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 150,877 shares of State Street SPDR Portfolio S&P 500 ETF worth $13.3M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 77,165 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $6.58M.
  • State Street SPDR Portfolio S&P 500 ETF made up 1.36% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #10 holding.
  • Patriot Financial Group Insurance Agency first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2018 and has held it in 32 quarters since.
  • Patriot Financial Group Insurance Agency's State Street SPDR Portfolio S&P 500 ETF position peaked at $17.5M in Q1 2026.
  • 1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.