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

Private Client Services’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	$309K	Sell	3,515 -211	-6%	-$18K	0.08%	168
2026 Q1	$285K	Sell	3,726 -152	-4%	-$12.2K	0.09%	168
2025 Q4	$311K	Sell	3,878 -71	-2%	-$5.65K	0.1%	140
2025 Q3	$309K	Sell	3,949 -784	-17%	-$59.1K	0.1%	141
2025 Q2	$344K	Buy	4,733 +848	+22%	+$57K	0.13%	137
2025 Q1	$256K	Buy	3,885 +129	+3%	+$8.92K	0.13%	152
2024 Q4	$259K	Buy	3,756 +13	+0.3%	+$901	0.14%	143
2024 Q3	$253K	Sell	3,743 -1,225	-25%	-$79.7K	0.14%	141
2024 Q2	$318K	Buy	4,968 +13	+0.3%	+$800	0.2%	94
2024 Q1	$305K	Buy	4,955 +1,024	+26%	+$60K	0.2%	94
2023 Q4	$220K	Buy	+3,931	New	+$206K	0.18%	121

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 Client Services's SPYM Position: Q2 2026 in Review

Private Client Services reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.7% in Q2 2026, selling an estimated $18K and leaving 3,515 shares worth $309K. The position accounts for 0.08% of the portfolio, ranked #168.

Private Client Services first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. The position peaked at $344K in Q2 2025. 1,725 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Private Client Services held 3,515 shares of State Street SPDR Portfolio S&P 500 ETF worth $309K as of Q2 2026.
Private Client Services sold 211 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $18K.
State Street SPDR Portfolio S&P 500 ETF made up 0.08% of Private Client Services's portfolio in Q2 2026, its #168 holding.
Private Client Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Private Client Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $344K in Q2 2025.
1,725 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.