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	1.9%	17
2026 Q1	$7.28M	Sell	95,054 -5,727	-6%	-$458K	1.24%	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

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

Perennial Advisors's SPYM Position: Q2 2026 in Review

Perennial Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 48% in Q2 2026, buying an estimated $3.85M and bringing the position to 140,225 shares worth $12.3M. The position accounts for 1.9% of the portfolio, ranked #17.

Perennial Advisors first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. 1,721 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Perennial Advisors held 140,225 shares of State Street SPDR Portfolio S&P 500 ETF worth $12.3M as of Q2 2026.
Perennial Advisors bought 45,171 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $3.85M.
State Street SPDR Portfolio S&P 500 ETF made up 1.9% of Perennial Advisors's portfolio in Q2 2026, its #17 holding.
Perennial Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
1,721 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Perennial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.