Principal Securities’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Principal Securities’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	$73.7M	Sell	838,885 -27,725	-3%	-$2.37M	0.89%	17
2026 Q1	$66.3M	Buy	866,610 +32,742	+4%	+$2.62M	0.97%	16
2025 Q4	$66.9M	Sell	833,868 -99,263	-11%	-$7.89M	1.03%	15
2025 Q3	$73.1M	Sell	933,131 -66,437	-7%	-$5.01M	1.2%	10
2025 Q2	$72.7M	Buy	999,568 +196,879	+25%	+$13.2M	1.37%	8
2025 Q1	$55.3M	Hold	802,689	–	–	1.24%	11
2024 Q4	$55.3M	Buy	802,689 +95,272	+13%	+$6.6M	1.25%	10
2024 Q3	$47.8M	Buy	707,417 +74,970	+12%	+$4.88M	1.15%	11
2024 Q2	$40.5M	Buy	632,447 +104,253	+20%	+$6.42M	1.12%	10
2024 Q1	$32.5M	Buy	528,194 +69,348	+15%	+$4.06M	1.01%	11
2023 Q4	$25.6M	Buy	+458,846	New	+$24M	0.96%	15

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

Principal Securities's SPYM Position: Q2 2026 in Review

Principal Securities reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.2% in Q2 2026, selling an estimated $2.37M and leaving 838,885 shares worth $73.7M. The position accounts for 0.89% of the portfolio, ranked #17.

Principal Securities first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Principal Securities held 838,885 shares of State Street SPDR Portfolio S&P 500 ETF worth $73.7M as of Q2 2026.
Principal Securities sold 27,725 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.37M.
State Street SPDR Portfolio S&P 500 ETF made up 0.89% of Principal Securities's portfolio in Q2 2026, its #17 holding.
Principal Securities first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.