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

Plante Moran Financial 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	$598K	Sell	6,808 -1,385	-17%	-$118K	0.03%	84
2026 Q1	$627K	Buy	8,193 +195	+2%	+$15.6K	0.04%	76
2025 Q4	$642K	Buy	7,998 +93	+1%	+$7.4K	0.04%	75
2025 Q3	$619K	Buy	7,905 +243	+3%	+$18.3K	0.04%	69
2025 Q2	$557K	Sell	7,662 -759	-9%	-$51K	0.04%	76
2025 Q1	$554K	Buy	8,421 +1,000	+13%	+$69.2K	0.05%	75
2024 Q4	$512K	Buy	7,421 +142	+2%	+$9.84K	0.04%	83
2024 Q3	$491K	Buy	7,279 +69	+1%	+$4.49K	0.04%	81
2024 Q2	$461K	Buy	7,210 +192	+3%	+$11.8K	0.05%	82
2024 Q1	$432K	Sell	7,018 -1,016	-13%	-$59.5K	0.05%	93
2023 Q4	$449K	Buy	8,034 +8,001	+24,245%	+$419K	0.05%	91
2023 Q3	$1.65K	Buy	+33	New	+$1.73K	﹤0.01%	668

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

Plante Moran Financial Advisors's SPYM Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 17% in Q2 2026, selling an estimated $118K and leaving 6,808 shares worth $598K. The position accounts for 0.03% of the portfolio, ranked #84.

Plante Moran Financial Advisors first reported a position in SPYM in Q3 2023 and has held it in 12 quarters since. The position peaked at $642K in Q4 2025. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Plante Moran Financial Advisors held 6,808 shares of State Street SPDR Portfolio S&P 500 ETF worth $598K as of Q2 2026.
Plante Moran Financial Advisors sold 1,385 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $118K.
State Street SPDR Portfolio S&P 500 ETF made up 0.03% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #84 holding.
Plante Moran Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
Plante Moran Financial Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $642K in Q4 2025.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.