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

Perennial Investment 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	$36.6M	Buy	416,925 +218,589	+110%	+$18.6M	2.43%	10
2026 Q1	$15.2M	Buy	198,336 +52,555	+36%	+$4.2M	1.21%	15
2025 Q4	$11.7M	Sell	145,781 -574	-0.4%	-$45.6K	0.92%	17
2025 Q3	$11.5M	Buy	146,355 +4,388	+3%	+$331K	0.95%	17
2025 Q2	$10.3M	Buy	141,967 +19,673	+16%	+$1.32M	1%	19
2025 Q1	$8.04M	Buy	122,294 +29,835	+32%	+$2.06M	0.9%	25
2024 Q4	$6.37M	Buy	92,459 +72,592	+365%	+$5.03M	0.75%	32
2024 Q3	$1.34M	Sell	19,867 -1,650	-8%	-$107K	0.17%	99
2024 Q2	$1.38M	Sell	21,517 -936	-4%	-$57.6K	0.2%	86
2024 Q1	$1.38M	Buy	22,453 +178	+0.8%	+$10.4K	0.21%	82
2023 Q4	$1.25M	Buy	22,275 +203	+0.9%	+$10.6K	0.21%	91
2023 Q3	$1.11M	Buy	22,072 +45	+0.2%	+$2.35K	0.2%	96
2023 Q2	$1.15M	Buy	22,027 +4,875	+28%	+$241K	0.2%	99
2023 Q1	$826K	Buy	17,152 +8,638	+101%	+$405K	0.15%	114
2022 Q4	$383K	Buy	+8,514	New	+$385K	0.16%	128

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 Investment Advisors's SPYM Position: Q2 2026 in Review

Perennial Investment Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 110% in Q2 2026, buying an estimated $18.6M and bringing the position to 416,925 shares worth $36.6M. The position accounts for 2.43% of the portfolio, ranked #10.

Perennial Investment Advisors first reported a position in SPYM in Q4 2022 and has held it in 15 quarters since. 1,725 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Perennial Investment Advisors held 416,925 shares of State Street SPDR Portfolio S&P 500 ETF worth $36.6M as of Q2 2026.
Perennial Investment Advisors bought 218,589 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $18.6M.
State Street SPDR Portfolio S&P 500 ETF made up 2.43% of Perennial Investment Advisors's portfolio in Q2 2026, its #10 holding.
Perennial Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
1,725 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.