Presidio Capital Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Presidio Capital Management’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	$276K	Sell	3,144 -99	-3%	-$8.45K	0.07%	67
2026 Q1	$248K	Sell	3,243 -495	-13%	-$39.6K	0.07%	58
2025 Q4	$300K	Buy	3,738 +498	+15%	+$39.6K	0.09%	53
2025 Q3	$254K	Buy	3,240 +2	+0.1%	+$151	0.09%	56
2025 Q2	$235K	Buy	+3,238	New	+$218K	0.09%	56
2022 Q2	–	Sell	-4,156	Closed	-$221K	–	34
2022 Q1	$221K	Hold	4,156	–	–	0.19%	27
2021 Q4	$232K	Buy	+4,156	New	+$224K	0.2%	32

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

Presidio Capital Management's SPYM Position: Q2 2026 in Review

Presidio Capital Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.1% in Q2 2026, selling an estimated $8.45K and leaving 3,144 shares worth $276K. The position accounts for 0.07% of the portfolio, ranked #67.

Presidio Capital Management first reported a position in SPYM in Q4 2021 and has held it in 7 quarters since. The position peaked at $300K in Q4 2025. 852 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Presidio Capital Management held 3,144 shares of State Street SPDR Portfolio S&P 500 ETF worth $276K as of Q2 2026.
Presidio Capital Management sold 99 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $8.45K.
State Street SPDR Portfolio S&P 500 ETF made up 0.07% of Presidio Capital Management's portfolio in Q2 2026, its #67 holding.
Presidio Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 7 quarters since.
Presidio Capital Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $300K in Q4 2025.
852 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Presidio Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.