PFG
SPYM

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

PAX Financial 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 		$14.5M Buy
165,376
+47,871
+41% +$4.08M 2.16% 10
2026
Q1 		$8.99M Buy
117,505
+111,473
+1,848% +$8.92M 1.53% 16
2025
Q4 		$484K Sell
6,032
-479
-7% -$38.1K 0.08% 127
2025
Q3 		$510K Sell
6,511
-214
-3% -$16.1K 0.09% 138
2025
Q2 		$489K Buy
6,725
+152
+2% +$10.2K 0.09% 147
2025
Q1 		$432K Buy
6,573
+569
+9% +$39.4K 0.08% 183
2024
Q4 		$414K Buy
6,004
+541
+10% +$37.5K 0.07% 183
2024
Q3 		$369K Sell
5,463
-27,768
-84% -$1.81M 0.07% 192
2024
Q2 		$2.13M Sell
33,231
-7,812
-19% -$481K 0.42% 59
2024
Q1 		$2.53M Buy
41,043
+15,853
+63% +$928K 0.51% 48
2023
Q4 		$1.48M Buy
25,190
+10,814
+75% +$567K 0.3% 61
2023
Q3 		$723K Buy
14,376
+889
+7% +$46.5K 0.16% 101
2023
Q2 		$703K Buy
+13,487
New +$666K 0.16% 111

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

PAX Financial Group's SPYM Position: Q2 2026 in Review

PAX Financial Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 41% in Q2 2026, buying an estimated $4.08M and bringing the position to 165,376 shares worth $14.5M. The position accounts for 2.16% of the portfolio, ranked #10.

PAX Financial Group first reported a position in SPYM in Q2 2023 and has held it in 13 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • PAX Financial Group held 165,376 shares of State Street SPDR Portfolio S&P 500 ETF worth $14.5M as of Q2 2026.
  • PAX Financial Group bought 47,871 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $4.08M.
  • State Street SPDR Portfolio S&P 500 ETF made up 2.16% of PAX Financial Group's portfolio in Q2 2026, its #10 holding.
  • PAX Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on PAX Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.