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

Perennial Advisors’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	$12.3M	Buy	140,225 +45,171	+48%	+$3.85M	1.92%	17
2026 Q1	$7.28M	Sell	95,054 -5,727	-6%	-$458K	1.25%	27
2025 Q4	$8.08M	Buy	100,781 +41,423	+70%	+$3.29M	1.36%	26
2025 Q3	$4.65M	Buy	59,358 +15,950	+37%	+$1.2M	0.81%	39
2025 Q2	$3.16M	Buy	43,408 +24,525	+130%	+$1.65M	0.59%	52
2025 Q1	$1.24M	Sell	18,883 -6,637	-26%	-$459K	0.25%	60
2024 Q4	$1.76M	Buy	+25,520	New	+$1.77M	0.38%	56

Other funds holding SPYM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return