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

Patten 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	$491K	Buy	5,583 +407	+8%	+$34.7K	0.08%	225
2026 Q1	$396K	Sell	5,176 -80	-2%	-$6.4K	0.07%	228
2025 Q4	$422K	Sell	5,256 -201	-4%	-$16K	0.08%	223
2025 Q3	$428K	Sell	5,457 -293	-5%	-$22.1K	0.08%	203
2025 Q2	$418K	Buy	5,750 +874	+18%	+$58.8K	0.09%	197
2025 Q1	$321K	Buy	4,876 +159	+3%	+$11K	0.07%	220
2024 Q4	$325K	Buy	4,717 +485	+11%	+$33.6K	0.07%	218
2024 Q3	$286K	Buy	4,232 +403	+11%	+$26.2K	0.06%	226
2024 Q2	$245K	Buy	3,829 +459	+14%	+$28.3K	0.06%	235
2024 Q1	$207K	Buy	+3,370	New	+$197K	0.05%	239

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

Patten Group's SPYM Position: Q2 2026 in Review

Patten Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 7.9% in Q2 2026, buying an estimated $34.7K and bringing the position to 5,583 shares worth $491K. The position accounts for 0.08% of the portfolio, ranked #225.

Patten Group first reported a position in SPYM in Q1 2024 and has held it in 10 quarters since. 1,715 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Patten Group held 5,583 shares of State Street SPDR Portfolio S&P 500 ETF worth $491K as of Q2 2026.
Patten Group bought 407 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $34.7K.
State Street SPDR Portfolio S&P 500 ETF made up 0.08% of Patten Group's portfolio in Q2 2026, its #225 holding.
Patten Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
1,715 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.