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

Petix & Botte Financial’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	$59.7M	Buy	679,582 +366,631	+117%	+$31.3M	12.02%	1
2026 Q1	$47.9M	Sell	312,951 -245,104	-44%	-$19.6M	10.67%	1
2025 Q4	$44.8M	Buy	558,055 +83,873	+18%	+$6.67M	10.16%	1
2025 Q3	$37.1M	Buy	474,182 +58,201	+14%	+$4.39M	8.57%	1
2025 Q2	$30.2M	Buy	415,981 +53,467	+15%	+$3.6M	7.42%	1
2025 Q1	$23.8M	Buy	362,514 +103,644	+40%	+$7.17M	6.28%	1
2024 Q4	$17.8M	Buy	+258,870	New	+$17.9M	4.69%	4

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

Petix & Botte Financial's SPYM Position: Q2 2026 in Review

Petix & Botte Financial increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 117% in Q2 2026, buying an estimated $31.3M and bringing the position to 679,582 shares worth $59.7M. The position accounts for 12.02% of the portfolio, ranked #1.

Petix & Botte Financial first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. 1,703 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Petix & Botte Financial held 679,582 shares of State Street SPDR Portfolio S&P 500 ETF worth $59.7M as of Q2 2026.
Petix & Botte Financial bought 366,631 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $31.3M.
State Street SPDR Portfolio S&P 500 ETF made up 12.02% of Petix & Botte Financial's portfolio in Q2 2026, its #1 holding.
Petix & Botte Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
1,703 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.