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

PFG 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	$40.8M	Buy	464,460 +27,989	+6%	+$2.39M	2.06%	5
2026 Q1	$33.4M	Sell	436,471 -16,256	-4%	-$1.3M	1.63%	6
2025 Q4	$36.3M	Buy	452,727 +94,946	+27%	+$7.55M	1.76%	5
2025 Q3	$28M	Buy	357,781 +33,133	+10%	+$2.5M	1.15%	8
2025 Q2	$23.6M	Buy	324,648 +123,843	+62%	+$8.33M	1.09%	11
2025 Q1	$13.2M	Buy	200,805 +57,181	+40%	+$3.95M	0.74%	28
2024 Q4	$9.9M	Buy	143,624 +11,608	+9%	+$805K	0.61%	37
2024 Q3	$8.91M	Buy	132,016 +10,058	+8%	+$654K	0.56%	43
2024 Q2	$7.81M	Buy	121,958 +43,514	+55%	+$2.68M	0.53%	41
2024 Q1	$4.83M	Buy	78,444 +21,379	+37%	+$1.25M	0.35%	64
2023 Q4	$3.19M	Sell	57,065 -15,398	-21%	-$807K	0.26%	102
2023 Q3	$3.64M	Sell	72,463 -11,109	-13%	-$581K	0.33%	80
2023 Q2	$4.35M	Sell	83,572 -16,916	-17%	-$835K	0.33%	79
2023 Q1	$4.84M	Buy	100,488 +2,185	+2%	+$103K	0.4%	55
2022 Q4	$4.42M	Buy	98,303 +12,925	+15%	+$584K	0.43%	48
2022 Q3	$3.58M	Buy	85,378 +10,854	+15%	+$507K	0.41%	53
2022 Q2	$3.3M	Buy	74,524 +24,676	+50%	+$1.19M	0.37%	52
2022 Q1	$2.65M	Buy	49,848 +10,435	+26%	+$546K	0.26%	84
2021 Q4	$2.2M	Buy	39,413 +7,973	+25%	+$431K	0.22%	133
2021 Q3	$1.59M	Buy	31,440 +15,927	+103%	+$826K	0.18%	170
2021 Q2	$781K	Buy	+15,513	New	+$761K	0.09%	265

Other funds holding SPYM

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

WAP

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PFG Advisors's SPYM Position: Q2 2026 in Review

PFG Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 6.4% in Q2 2026, buying an estimated $2.39M and bringing the position to 464,460 shares worth $40.8M. The position accounts for 2.06% of the portfolio, ranked #5.

PFG Advisors first reported a position in SPYM in Q2 2021 and has held it in 21 quarters since. 890 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

PFG Advisors held 464,460 shares of State Street SPDR Portfolio S&P 500 ETF worth $40.8M as of Q2 2026.
PFG Advisors bought 27,989 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.39M.
State Street SPDR Portfolio S&P 500 ETF made up 2.06% of PFG Advisors's portfolio in Q2 2026, its #5 holding.
PFG Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2021 and has held it in 21 quarters since.
890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.