Private Advisory Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Private Advisory Group’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	$3.35M	Buy	38,107 +5,653	+17%	+$482K	0.18%	119
2026 Q1	$2.48M	Buy	32,454 +13,845	+74%	+$1.11M	0.16%	113
2025 Q4	$1.49M	Buy	18,609 +2,541	+16%	+$202K	0.12%	101
2025 Q3	$1.26M	Buy	16,068 +10,714	+200%	+$808K	0.1%	112
2025 Q2	$389K	Buy	+5,354	New	+$360K	0.04%	164

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Private Advisory Group's SPYM Position: Q2 2026 in Review

Private Advisory Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 17% in Q2 2026, buying an estimated $482K and bringing the position to 38,107 shares worth $3.35M. The position accounts for 0.18% of the portfolio, ranked #119.

Private Advisory Group first reported a position in SPYM in Q2 2025 and has held it in 5 quarters since. 1,722 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Private Advisory Group held 38,107 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.35M as of Q2 2026.
Private Advisory Group bought 5,653 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $482K.
State Street SPDR Portfolio S&P 500 ETF made up 0.18% of Private Advisory Group's portfolio in Q2 2026, its #119 holding.
Private Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
1,722 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.