Pine Valley Investments’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Pine Valley Investments’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	$12.9M	Buy	147,160 +2,143	+1%	+$183K	0.51%	51
2026 Q1	$11.1M	Buy	145,017 +18,152	+14%	+$1.45M	0.51%	47
2025 Q4	$10.2M	Buy	126,865 +4,194	+3%	+$334K	0.47%	49
2025 Q3	$9.61M	Buy	122,671 +6,591	+6%	+$497K	0.47%	55
2025 Q2	$8.44M	Buy	116,080 +8,180	+8%	+$550K	0.47%	55
2025 Q1	$7.1M	Buy	107,900 +3,393	+3%	+$235K	0.43%	61
2024 Q4	$7.2M	Buy	104,507 +5,308	+5%	+$368K	0.43%	58
2024 Q3	$6.7M	Buy	99,199 +2,676	+3%	+$174K	0.41%	58
2024 Q2	$6.18M	Buy	96,523 +4,058	+4%	+$250K	0.4%	62
2024 Q1	$5.69M	Buy	92,465 +4,680	+5%	+$274K	0.38%	62
2023 Q4	$4.91M	Buy	87,785 +7,141	+9%	+$374K	0.35%	65
2023 Q3	$4.05M	Buy	80,644 +33,214	+70%	+$1.74M	0.37%	63
2023 Q2	$2.47M	Buy	47,430 +251	+0.5%	+$12.4K	0.24%	100
2023 Q1	$2.28M	Buy	+47,179	New	+$2.21M	0.34%	70

Other funds holding SPYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

1WM

1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 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

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

MMA

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

Pine Valley Investments's SPYM Position: Q2 2026 in Review

Pine Valley Investments increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.5% in Q2 2026, buying an estimated $183K and bringing the position to 147,160 shares worth $12.9M. The position accounts for 0.51% of the portfolio, ranked #51.

Pine Valley Investments first reported a position in SPYM in Q1 2023 and has held it in 14 quarters since. 1,051 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Pine Valley Investments held 147,160 shares of State Street SPDR Portfolio S&P 500 ETF worth $12.9M as of Q2 2026.
Pine Valley Investments bought 2,143 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $183K.
State Street SPDR Portfolio S&P 500 ETF made up 0.51% of Pine Valley Investments's portfolio in Q2 2026, its #51 holding.
Pine Valley Investments first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
1,051 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.