Princeton Global Asset Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Princeton Global Asset 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	$263K	Buy	2,997 +1,203	+67%	+$103K	0.04%	190
2026 Q1	$137K	Buy	1,794 +276	+18%	+$22.1K	0.02%	244
2025 Q4	$122K	Buy	+1,518	New	+$121K	0.02%	244
2024 Q4	–	Sell	-6	Closed	-$416	–	682
2024 Q3	$405	Hold	6	–	–	﹤0.01%	649
2024 Q2	$384	Hold	6	–	–	﹤0.01%	658
2024 Q1	$369	Hold	6	–	–	﹤0.01%	585
2023 Q4	$335	Hold	6	–	–	﹤0.01%	629
2023 Q3	$302	Buy	6 +2	+50%	+$105	﹤0.01%	573
2023 Q2	$208	Hold	4	–	–	﹤0.01%	571
2023 Q1	$193	Hold	4	–	–	﹤0.01%	579
2022 Q4	$0	Buy	4 +3	+300%	+$136	﹤0.01%	579
2022 Q3	$0	Hold	1	–	–	﹤0.01%	563
2022 Q2	$0	Hold	1	–	–	﹤0.01%	585
2022 Q1	$0	Buy	+1	New	+$52	﹤0.01%	598
2020 Q1	–	Sell	-936	Closed	-$35	–	554
2019 Q4	$35	Sell	936 -106	-10%	-$3.83K	0.01%	276
2019 Q3	$36K	Buy	+1,042	New	+$36.2K	0.02%	233

Other funds holding SPYM

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

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

SFS

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Princeton Global Asset Management's SPYM Position: Q2 2026 in Review

Princeton Global Asset Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 67% in Q2 2026, buying an estimated $103K and bringing the position to 2,997 shares worth $263K. The position accounts for 0.04% of the portfolio, ranked #190.

Princeton Global Asset Management first reported a position in SPYM in Q3 2019 and has held it in 16 quarters since. 334 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Princeton Global Asset Management held 2,997 shares of State Street SPDR Portfolio S&P 500 ETF worth $263K as of Q2 2026.
Princeton Global Asset Management bought 1,203 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $103K.
State Street SPDR Portfolio S&P 500 ETF made up 0.04% of Princeton Global Asset Management's portfolio in Q2 2026, its #190 holding.
Princeton Global Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2019 and has held it in 16 quarters since.
334 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.