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

Pinion 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	$2.26M	Buy	25,669 +3,204	+14%	+$273K	0.43%	40
2026 Q1	$1.72M	Sell	22,465 -1,861	-8%	-$149K	0.4%	44
2025 Q4	$1.95M	Sell	24,326 -696	-3%	-$55.4K	0.48%	38
2025 Q3	$1.99M	Sell	25,022 -591	-2%	-$44.6K	0.54%	35
2025 Q2	$1.86M	Sell	25,613 -27,813	-52%	-$1.87M	0.64%	31
2025 Q1	$3.51M	Buy	53,426 +25,698	+93%	+$1.78M	0.77%	25
2024 Q4	$1.91M	Sell	27,728 -179	-0.6%	-$12.4K	0.76%	26
2024 Q3	$1.88M	Sell	27,907 -636	-2%	-$41.4K	0.79%	24
2024 Q2	$1.83M	Sell	28,543 -948	-3%	-$58.4K	0.91%	20
2024 Q1	$1.81M	Sell	29,491 -170	-0.6%	-$9.96K	0.94%	19
2023 Q4	$1.66M	Buy	29,661 +30	+0.1%	+$1.57K	1%	16
2023 Q3	$1.49M	Sell	29,631 -255	-0.9%	-$13.3K	0.97%	18
2023 Q2	$1.56M	Buy	29,886 +1,947	+7%	+$96.1K	1.06%	15
2023 Q1	$1.34M	Sell	27,939 -1	-0%	-$47	1.26%	13
2022 Q4	$1.26M	Sell	27,940 -1,363	-5%	-$61.6K	1.19%	16
2022 Q3	$1.23M	Sell	29,303 -645	-2%	-$30.1K	1.08%	16
2022 Q2	$1.33M	Sell	29,948 -3,674	-11%	-$177K	1.11%	13
2022 Q1	$1.79M	Sell	33,622 -1,426	-4%	-$74.7K	1.24%	11
2021 Q4	$1.96M	Sell	35,048 -387	-1%	-$20.9K	1.32%	9
2021 Q3	$1.79M	Sell	35,435 -117	-0.3%	-$6.07K	1.44%	9
2021 Q2	$1.79M	Buy	35,552 +13	+0%	+$638	1.44%	9
2021 Q1	$1.66M	Buy	35,539 +2,659	+8%	+$121K	1.53%	8
2020 Q4	$1.45M	Sell	32,880 -417	-1%	-$17.4K	1.52%	10
2020 Q3	$1.21M	Hold	33,297	–	–	1.82%	7
2020 Q2	$1.21M	Buy	33,297 +4,051	+14%	+$139K	1.82%	7
2020 Q1	$885K	Buy	29,246 +676	+2%	+$24.3K	1.9%	5
2019 Q4	$1.08M	Buy	28,570 +11,671	+69%	+$422K	2%	2
2019 Q3	$589K	Buy	16,899 +10,349	+158%	+$360K	1.21%	19
2019 Q2	$226K	Buy	+6,550	New	+$222K	0.48%	101

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

Pinion Investment Advisors's SPYM Position: Q2 2026 in Review

Pinion Investment Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 14% in Q2 2026, buying an estimated $273K and bringing the position to 25,669 shares worth $2.26M. The position accounts for 0.43% of the portfolio, ranked #40.

Pinion Investment Advisors first reported a position in SPYM in Q2 2019 and has held it in 29 quarters since. The position peaked at $3.51M in Q1 2025. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Pinion Investment Advisors held 25,669 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.26M as of Q2 2026.
Pinion Investment Advisors bought 3,204 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $273K.
State Street SPDR Portfolio S&P 500 ETF made up 0.43% of Pinion Investment Advisors's portfolio in Q2 2026, its #40 holding.
Pinion Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2019 and has held it in 29 quarters since.
Pinion Investment Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $3.51M in Q1 2025.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.